ISO 27001 Information Transfer Policy Explained + Template

Stuart Barker - High Table - ISO27001 Director

ISO 27001 Information Transfer Policy

In this guide, you will learn what an ISO 27001 Information Transfer Policy is, how to write it yourself and I give you a template you can download and use right away.

What is an ISO 27001 Information Transfer Policy?

An ISO 27001 Information Transfer Policy is your company’s simple guide for sending and receiving information safely. It’s like a set of traffic rules for your data, making sure your valuable information gets from point A to point B without any accidents or detours.

This policy is a set of rules that tells you and your team how to transfer information securely. It covers all the different ways you might move data, like sending emails, sharing files in the cloud, or even physically carrying a hard drive. The goal is to prevent information from being lost, stolen, or changed while it’s in transit.

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Stuart Barker - High Table - ISO27001 Director

ISO 27001 Information Transfer Policy Example

An example of an ISO 27001 Information Transfer Policy:

ISO 27001 Information Transfer Policy Page 1
ISO 27001 Information Transfer Policy Page 1
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ISO 27001 Information Transfer Policy Page 2
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ISO 27001 Information Transfer Policy Page 3
ISO 27001 Information Transfer Policy Page 4
ISO 27001 Information Transfer Policy Page 4
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ISO 27001 Information Transfer Policy Page 6

How to write an ISO 27001 Information Transfer Policy

Writing the policy is easy if you focus on clarity. Start by listing the different ways your company transfers information. Then, create simple rules for each method, like using encryption for sensitive emails or only sharing files through approved, secure platforms. Use simple language that everyone can understand.

Time needed: 1 hour and 30 minutes

How to write an ISO 27001 Information Transfer Policy

  1. Create your version control and document mark-up

  2. Write the ISO 27001 Information Transfer Policy contents page

  3. Write the ISO 27001 Information Transfer Policy purpose

  4. Write the ISO 27001 Information Transfer Policy principle

  5. Write the ISO 27001 Information Transfer Policy scope

  6. Explain information virus checking

  7. Describe information encryption

  8. Set out the data transfer methods and controls

  9. Describe the process for lost or missing information

ISO 27001 Information Transfer Policy Template

The ISO 27001:2022 Information Transfer Policy Template is designed to fast track your implementation and give you an exclusive, industry best practice policy template that is pre written and ready to go. It is included in the ISO 27001 toolkit.

ISO 27001 Information Transfer Policy
ISO 27001 Information Transfer Policy

Everything you need to know

Why you need an ISO 27001 Information Transfer Policy

You need this policy to keep your sensitive information safe from prying eyes. It helps you prevent data breaches and shows clients and partners that you’re serious about protecting their information. It also ensures everyone in the company follows the same safe practices, so there’s no confusion.

When you need an ISO 27001 Information Transfer Policy

You need this policy any time you transfer information outside your company’s secure network. This includes sending a file to a client, sharing a document with a contractor, or even using a third-party app to communicate. You’ll also use it when you’re setting up new ways to share information.

Who needs an ISO 27001 Information Transfer Policy?

Anyone in your company who sends, receives, or handles information needs to follow this policy. This includes sales teams sharing customer data, developers sending code to a partner, and HR staff transferring employee records. It’s a policy for everyone!

Where you need an ISO 27001 Information Transfer Policy

This policy applies to every way you transfer information. This means it covers your company email, your cloud storage services like Google Drive or Dropbox, and even physical methods like a USB stick.

How to implement an ISO 27001 Information Transfer Policy

To put the policy into action, you’ll first share it with everyone in the company. You can hold a quick training session to explain the rules. Then, you can use technical tools to help enforce the policy, like setting up email encryption or using a secure file-sharing service.

How the ISO 27001 toolkit can help

An ISO 27001 toolkit is a great shortcut. It often includes pre-written policies, procedures, and forms that you can use right away. It saves you the hassle of writing everything from scratch and helps you make sure you don’t miss any important details.

ISO 27001 Toolkit Business Edition

Applicability to Small Businesses, Tech Startups, and AI Companies

This policy is perfect for any size company that handles data. Here’s how it applies:

  • Small Businesses: It helps you formalise how you send client invoices and share marketing materials with partners.
  • Tech Startups: It’s crucial for securely sharing code, project files, and customer feedback with your team and contractors.
  • AI Companies: It’s essential for protecting the data used to train your models and for sharing your AI’s outputs with clients.

Examples of using it for small businesses

Your policy might state that all financial documents sent to your accountant must be encrypted. It might also require that you only use a specific secure platform for sharing client project files.

Examples of using it for tech startups

For a startup, this policy could specify that all code shared with external developers must be sent through a secure code repository. It could also outline a rule that customer data can never be sent over email.

Examples of using it for AI companies

An AI company’s policy might include rules for how to transfer large datasets securely, perhaps by using a dedicated secure server. It would also specify how to protect the intellectual property in your AI models when sharing them with clients.

Information security standards that need an ISO 27001 Information Transfer Policy

This policy is a key part of ISO 27001, which is an international standard for managing information security. Other standards that need it include:

  • GDPR (General Data Protection Regulation)
  • CCPA (California Consumer Privacy Act)
  • DORA (Digital Operational Resilience Act)
  • NIS2 (Network and Information Security (NIS) Directive) 
  • SOC 2 (Service Organisation Control 2)
  • NIST (National Institute of Standards and Technology) 
  • HIPAA (Health Insurance Portability and Accountability Act)

List of relevant ISO 27001:2022 controls

The ISO 27001:2022 standard has one main control that relate to information transfer – ISO 27001:2022 Annex A 5.14 Information transfer

ISO 27001 Information Transfer Policy FAQ

What’s the main goal of this policy?

To keep information safe when it’s being moved from one place to another.

Is this policy only for digital transfers? 

No, it covers both digital and physical transfers.

Who is responsible for the policy?

The person in charge of your ISMS, but everyone must follow it.

How often should we update our policy?

You should review it at least once a year.

What happens if we don’t follow it?

It can lead to data breaches, loss of customer trust, and legal problems.

Is this policy a one-time project?

No, it’s a living document that you should continually use and update.

Does this policy cover emails?

Yes, it should include rules for how to send sensitive information via email.

What is encryption? 

It’s a way of scrambling information so that only authorised people can read it.

How long should we keep records of transfers?

The policy should specify a retention period based on legal and business requirements.

Do we need a separate policy for each type of transfer?

No, this single policy can cover all your transfer methods.

What if a team member uses an unapproved service?

The policy should explain the risks and consequences of using unapproved tools.

How does this help with compliance?

It provides clear evidence that you are protecting data in transit, which is crucial for audits.

Is this policy mandatory for ISO 27001?

Yes, having a policy for information transfer is required.

What’s the first step to creating our policy?

Find a good template and decide who will be in charge of it.

About the author

Stuart Barker
🎓 MSc Security 🛡️ Lead Auditor 30+ Years Exp 🏢 Ex-GE Leader

Stuart Barker

ISO 27001 Ninja

Stuart Barker is a veteran practitioner with over 30 years of experience in systems security and risk management. Holding an MSc in Software and Systems Security, he combines academic rigor with extensive operational experience, including a decade leading Data Governance for General Electric (GE).

As a qualified ISO 27001 Lead Auditor, Stuart possesses distinct insight into the specific evidence standards required by certification bodies. His toolkits represent an auditor-verified methodology designed to minimise operational friction while guaranteeing compliance.

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