00. Trusted Adviser disclosure consent - general

1CO3.00.40

40

Data recipients should use their discretion to determine whether a step to select a Trusted Adviser is required for their service.  For example, the selection step may be necessary where the data recipient offers a range of Trusted Advisers to which the consumer can disclose, including where a consumer has previously nominated multiple Trusted Advisers.  By contrast, the selection step may not be necessary where the consumer has a pre-existing relationship with a Trusted Adviser and the data recipient can reasonably assume that the consumer is engaging their service to disclose their data to this Trusted Adviser.

CDR Rule 4.11(1)(ba)

Consent: Trusted Adviser disclosure consents

19 March 2025