Identify the business behind the website
Start with the entity that will provide the services or sell the goods. Confirm its legal name, form and registration details from current records. The website's brand may be shorter or different, but visitors should be able to understand the relationship without guessing.
If a trading name is used, describe it accurately in an appropriate identity statement. Do not imply that the trading name is a separate registered company when it is not. If more than one entity uses a group brand, identify which one provides the particular service and contracts with the customer.
Keep the same identity in the website, proposals, invoices and contact correspondence. A customer who sees different names at each stage may struggle to verify who is responsible. Clear identity supports trust through verifiable facts rather than through badges or broad claims.
Give the designer a verified identity pack
Prepare an approved facts sheet for the person building the site. Include the legal and trading names, registration number, public contact details, service locations and the person authorised to approve factual changes. Keep source documents available for checking without automatically making them public downloads.
| Website fact | Internal evidence | Publication decision |
|---|---|---|
| Legal identity | Current entity records | Use accurate identifying details |
| Contact channel | Business-controlled email or number | Confirm it is monitored |
| Location | Actual operating or service arrangement | Describe the location honestly |
| Credential | Current issuer record | State holder and relevant scope |
The designer should not have to infer legal facts from an old logo file or a competitor's footer. Mark unresolved information before the site is approved, and assign someone to obtain the correct detail. Separate public facts from confidential verification material in the handover folder. Give the designer clear instructions about what may appear on the website, so providing a source document is not mistaken for permission to publish the whole file.
Check whether the site conducts electronic transactions
A brochure site, enquiry site and online checkout can create different disclosure and operational questions. Describe the actual customer journey to the adviser: what the visitor can select, pay for, accept or request, and when an agreement is formed.
Section 43 of the Electronic Communications and Transactions Act addresses supplier information for relevant consumer electronic transactions. It includes identity, contact and transaction information. Its application should be assessed against the site's real activities rather than reduced to a universal footer rule for every website.
Where online sales or bookings are involved, review the full flow and applicable terms. Publishing a company number alone does not resolve price, payment, cancellation, delivery or other required information. Have the content and process checked together before enabling the transaction.
Publish contact details that work in practice
Use business contact channels that someone is responsible for monitoring. Confirm the email address can receive messages and that the telephone number reaches the intended business. A correct-looking address is not enough if enquiries are lost or sent to a former employee.
Describe operating hours and response expectations only when the business can support them. Avoid an invented promise of immediate replies or permanent availability. If different services use different teams, make the route understandable without forcing visitors to expose unnecessary information.
Review location wording carefully. Distinguish a physical office open to visitors from a postal address, service area or appointment-only arrangement. Do not display a map pin that implies a staffed branch where none exists. Where an address disclosure is legally required, obtain advice on the appropriate compliant information rather than simply omitting it.
Describe registrations and memberships precisely
Verify who holds each credential, what it covers and whether it is current. A director's personal qualification is different from a company licence, and a registration for one activity may not cover every service advertised. Keep the description within the evidence.
Do not use an authority's logo or an approval-style badge merely because an application has been submitted. Pending status should be described accurately where it is relevant, without implying permission to perform regulated work before the requirements are met.
The Consumer Protection Act addresses misleading marketing and representations within its scope. As a practical publishing control, retain the source and review date for every material credential claim so it can be checked when the status changes.
Explain the business’s actual information handling
Identify what the site collects and why. A contact form, analytics service, booking tool and payment provider may involve different information and recipients. The privacy information should reflect the systems actually used, not a copied template describing features the business does not operate.
The Protection of Personal Information Act provides relevant collection, purpose and safeguard requirements. A privacy notice supports transparency, but its presence does not prove the underlying handling is appropriate.
Assign responsibility for responding to information-related requests and maintaining the notice. Keep the contact details usable. Avoid publishing customers' records, staff identity documents or private registration attachments as a way to demonstrate credibility when verified public facts or an appropriate authority link would serve the purpose.
Check identity across every visible surface
Review the homepage, contact page, footer, service pages and downloadable documents. Check automated enquiry replies and linked booking or payment pages as well. A site can appear consistent while an old PDF still names a different entity.
Search for previous names, addresses and phone numbers before launch. Inspect page titles and search descriptions where they are controlled by the site, along with business details used by any structured data. Correct the source information rather than only changing the most visible heading.
Keep historical material understandable when it must remain available. A dated case study may legitimately refer to an earlier name, but the current operator should still be clear. Do not rewrite authentic third-party documents merely to make their appearance match the new brand.
Test the identity and enquiry journey before launch
Ask a reviewer unfamiliar with the business to identify who operates the site and how to contact it. They should be able to find the relevant information without following a confusing chain of unrelated pages.
Run a controlled test of the enquiry journey using appropriate test information. Confirm that the submission reaches the authorised recipient and that any acknowledgement states the actual result. A message saying received should not imply that an application, booking or engagement has already been approved.
Check the same pages on a small screen and with keyboard navigation. Identity and policy links should remain readable and usable. The review is about whether the intended information and actions work, not about adding decorative material to every page.
Assign ongoing ownership of the company facts
Choose a person who will approve updates when the company changes its name, address, services, credentials or contact arrangements. Keep a short change record and review connected documents at the same time. Website accuracy is an ongoing business responsibility.
Website-design support can help present verified information within the existing brand and customer journey. The business should approve its legal identity and operational claims, while appropriate advisers review requirements tied to transactions and information handling.
Keep a copy of the approved facts and final content. When a new supplier or staff member maintains the website, that record provides a reliable starting point. It reduces the risk that an old profile, expired credential or copied footer becomes the source for the next update.
Schedule a review when a material event occurs rather than relying only on an annual reminder. A changed phone number or suspended registration can affect customers immediately, so the responsible person needs a practical route for making a prompt correction.
Check downloadable profiles and automatic email acknowledgements during the same review. These can continue circulating old company details even after the visible website has been corrected, leaving customers with inconsistent records from the same enquiry.
Sources and review
Checked on 30 September 2026. Use the linked official guidance for current requirements and forms.
- Electronic Communications and Transactions Act 25 of 2002
Chapter VII, especially section43, addresses consumer information for electronic transactions. Not every brochure website has an identical transaction model.
- Consumer Protection Act 68 of 2008
Sections29 and41 address misleading marketing and representations, subject to the Act’s application. Do not present pending registrations as approved.
- Protection of Personal Information Act 4 of 2013
Sections 10, 11, 13, 14, 18, 19 and 69 establish relevant processing principles. Practical field and workflow suggestions are editorial, not statutory form templates.
- Companies Act 71 of 2008
Sections66 and76 provide board and director-duty context. Task allocation does not amend statutory responsibilities or governance documents.
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