PAIA Manual

Prepared in terms of Section 51 of the Promotion of Access to Information Act 2 of 2000

Effective Date: 29 September 2026 | Last Updated: 29 September 2026

This Manual describes PIBG Consulting as a private body, the categories of records it may hold, the procedure for requesting access to records, and relevant personal-information processing matters. It is intended to be read together with PIBG’s Privacy Policy.

Trading / Website Name	PIBG Consulting
Website	www.pibg.co.za
Legal entity name	PIBG Consulting
Registration number	2018/348194/07
Email	info@pibg.co.za
Telephone	012 004 3752
Physical address	33 Ballyclare Drive, Bryanston, Gauteng, South Africa
Information Officer	Details available upon written request
Information Officer email	info@pibg.co.za

1. Introduction and Purpose

This Manual is prepared with reference to section 51 of the Promotion of Access to Information Act 2 of 2000 (PAIA). It is intended to facilitate access to records held by PIBG Consulting where the requirements of PAIA are met, while protecting confidential information, personal information, intellectual property, privileged information and other interests protected by law.

2. About PIBG Consulting

PIBG Consulting is a South African professional services and business advisory firm. Its activities may include accounting, tax services, payroll, corporate finance, financial management, business advisory, governance, HR consulting, compliance, strategic business advisory, business planning and funding-related advisory services.

3. Applicable Legislation

Promotion of Access to Information Act 2 of 2000 (PAIA).
Protection of Personal Information Act 4 of 2013 (POPIA).
Companies Act 71 of 2008.
Basic Conditions of Employment Act 75 of 1997.
Labour Relations Act 66 of 1995.
Income Tax Act 58 of 1962.
Value-Added Tax Act 89 of 1991.
Tax Administration Act 28 of 2011.
Electronic Communications and Transactions Act 25 of 2002.
Other legislation applicable to PIBG’s activities and professional services.

This list is not exhaustive and legislation may change.

4. Information Officer

The Information Officer is responsible for matters relating to access to information and the protection of personal information within PIBG. An authorised Deputy Information Officer may assist where applicable.

5. Records Held by PIBG

5.1 Corporate and Governance Records

Registration and constitutional documents
Corporate governance records
Management records
Statutory records
Organisational information
Agreements and contracts
Internal policies and procedures

5.2 Financial Records

Accounting records
Annual and other financial statements
Invoices and receipts
Payment records
Budgets and forecasts
Management accounts
Financial reports
Banking information
Debtor and creditor records
Other financial records

5.3 Tax Records

Tax returns and calculations
SARS correspondence
Tax registrations and assessments
Objections and appeals
Tax clearance information
VAT records
PAYE and payroll-related tax records
Other tax documentation

5.4 Human Resources Records

Employment records
Employee information
Payroll records
Leave records
Recruitment information
Employment contracts
Performance-related records
Disciplinary records
Other HR records

5.5 Client and Engagement Records

Client identification and contact information
Business information
Financial and tax information
Payroll and accounting information
Business plans and financial models
Funding applications
Reports and deliverables
Correspondence
Engagement agreements
Supporting documentation

5.6 Marketing and Communications Records

Website enquiries
Contact details
Marketing correspondence
Client and prospect communications
Testimonials and case studies
Business-development records

5.7 Website and Technical Records

Website enquiry submissions
Technical and security logs
IP addresses
Website usage information
Cookie-related information
Other technical information generated through Website use

6. Records Automatically Available

Certain information may be made available without a formal PAIA request, including publicly available Website information, service descriptions, marketing material, public announcements and public contact information. PIBG may publish a separate schedule of automatically available records where appropriate.

7. Records Available to Specific Requesters

Certain records may be made available to clients, employees, contractors, service providers or other persons where the requester has a lawful or legitimate right to access them. Access may be subject to identity verification, confidentiality obligations, contractual restrictions, protection of third-party information, POPIA requirements and other legal restrictions.

8. How to Request Access

A requester seeking access to a record held by PIBG should submit the request in the manner and form required by PAIA and the applicable regulations. The request should provide sufficient information to identify the requester, the record or records sought, the right the requester seeks to exercise or protect where required, the preferred form of access and any other information reasonably necessary to process the request.

Requests should be directed to the Information Officer using the contact details in this Manual. PIBG may require the prescribed form and supporting information applicable to the request.

9. Verification and Authority

PIBG may require reasonable proof of identity before providing access to personal information. A person acting for another individual or organisation may be required to provide appropriate proof of authority.

10. Processing of Requests

Valid requests will be considered in accordance with PAIA and applicable law. Depending on the circumstances, access may be granted, partially granted, refused or deferred where legally permissible. PIBG may request clarification or additional information where necessary.

11. Grounds for Refusal

Access may be refused where PAIA or another applicable law permits or requires refusal. Relevant grounds may include protection of another person’s personal information, confidential or commercially sensitive information, trade secrets, intellectual property, privileged information, information supplied in confidence, safety or security interests, legal proceedings and third-party rights.

The existence of a record does not by itself mean that access must be granted.

12. Third-Party Information

Where a requested record contains information concerning another person or organisation, PIBG will consider the rights and interests of that party and may consult or notify the third party where required by law.

13. Personal Information and POPIA

PIBG processes personal information in accordance with POPIA. Its Privacy Policy describes the purposes of processing, categories of information, recipients or categories of recipients, data-subject rights, security safeguards and other relevant privacy matters.

14. Access, Correction and Deletion of Personal Information

A data subject may request access to personal information held about them and may request correction or updating where the information is inaccurate, misleading, outdated or incomplete. Requests for deletion are subject to applicable legal and retention requirements.

15. Fees

Certain requests may attract fees prescribed by PAIA and applicable regulations. Where a fee is payable, PIBG will provide the relevant information before proceeding where required. Permitted costs may include search and preparation, reproduction, copying, transcription and delivery.

16. Time Periods

Requests will be processed within the periods prescribed by PAIA, subject to lawful extensions and other circumstances permitted by legislation. Where an extension is lawfully necessary, PIBG will communicate the applicable information to the requester.

17. Form of Access

Where access is granted, PIBG will generally provide access in the requested form where reasonably practicable and legally permissible, taking account of the nature and format of the record, security, protection of third-party rights and applicable law.

18. Remedies and Complaints

Where applicable, a requester may use any available internal remedy. A requester or data subject may also exercise remedies available under PAIA and other applicable law, including lodging a complaint with the Information Regulator South Africa where the circumstances permit.

19. Information Security

PIBG takes reasonable technical and organisational measures appropriate to the information processed to protect records and personal information against loss, damage, unauthorised access, disclosure, unlawful processing, alteration and destruction. Measures may include physical, technical, administrative and organisational safeguards.

20. PAIA Guide and Regulatory Information

The PAIA Guide published by the Information Regulator provides guidance on exercising rights under PAIA. The current Guide and regulatory information should be obtained from the Information Regulator’s official channels. PIBG will apply the version of PAIA and applicable regulations in force at the time a request is processed.

21. Availability of this Manual

This Manual will be made available on the PIBG Consulting Website and may also be requested from the Information Officer. The Manual will be reviewed and updated when required to reflect changes in legislation, PIBG’s business, records held, processing activities, contact details or regulatory requirements.

22. Contact Details

Trading / Website Name	PIBG Consulting
Website	www.pibg.co.za
Legal entity name	PIBG Consulting
Registration number	2018/348194/07
Email	info@pibg.co.za
Telephone	012 004 3752
Physical address	33 Ballyclare Drive, Bryanston, Gauteng, South Africa
Information Officer	Details available upon written request
Information Officer email	info@pibg.co.za

Date of Manual: 29 September 2026

Last Updated: 29 September 2026