Change log - Website

Updated CX checklist (web version and files) to reflect requirement changes relating to: • Consultation Draft 376 - White label brand arrangements - Draft Standards • Change Request 715: CX Guidelines | Changes stemming from CD376 Download files CX Checklist v1.36.0.2026.03.19 For details, see Change logs: Consent: Collection and use consents v1.36.0.2026.03.18 Consent: Disclosure consents, Accredited person disclosure consents v1.36.0.2026.03.18 Consent: Disclosure consents, Trusted Adviser disclosure consents v1.36.0.2026.03.18 Consent: Disclosure consents, Insight disclosure consents v1.36.0.2026.03.18 Consent: Disclosure consents, Business consumer disclosure consents v1.36.0.2026.03.18 Authenticate: Redirect to App v1.36.0.2026.03.18 Authenticate: Redirect to Web with One Time Password v1.36.0.2026.03.18 Authorise: Authorisation to disclose v1.36.0.2026.03.18 Authorise: Amending authorisations v1.36.0.2026.03.18

Overview: CX Checklist

Updates to CX artefacts to reflect new and minor changes to guidelines stemming from: • Consultation Draft 376 - White label brand arrangements - Draft Standards • Change Request 715: CX Guidelines | Changes stemming from CD376 For more details, see Change log: 1CO. Collection and use v1.36.0.2026.03.18 1CO1. AP disclosure consent v1.36.0.2026.03.18 1CO3. Trusted Adviser disclosure consent v1.36.0.2026.03.18 1CO4. Insights disclosure consent v1.36.0.2026.03.18 1CO5. Business consumer disclosure consent v1.36.0.2026.03.18 2AU. Redirect to Web with One Time Password v1.36.0.2026.03.18 2AU1. Redirect to App v1.36.0.2026.03.18 3AU. Authorisation to disclose v1.36.0.2026.03.18 3AU1. Amending authorisations v1.36.0.2026.03.18

Overview: Open Source Assets

Updated CX artefacts and requirements to reflect: • Consultation Draft 376 - White label brand arrangements - Draft Standards • Change Request 715: CX Guidelines | Changes stemming from CD376 This includes: Amending authorisations- Default example Guidelines changes • New CX guideline providing information on data holder brands (new checklist reference 3AU1.00.29). CX Guideline website page • Updates to include references to consultations standards and guidelines • Updates to CX checklist • New open source design asset 3AU1. Amending authorisations v1.36.0.2026.03.18

Authorise: Amending authorisations

Updated CX artefacts and requirements to reflect: • Consultation Draft 376 - White label brand arrangements - Draft Standards • Change Request 715: CX Guidelines | Changes stemming from CD376 This includes: Authorisation to disclose- Default example Guidelines changes • New CX guideline providing information on data holder brands (new checklist reference 3AU.00.30). CX Guideline website page • Updates to include references to consultations standards and guidelines • Updates to CX checklist • New open source design asset 3AU. Authorisation to disclose v1.36.0.2026.03.18

Authorise: Authorisation to disclose

Updated CX artefacts and requirements to reflect: • Consultation Draft 376 - White label brand arrangements - Draft Standards • Change Request 715: CX Guidelines | Changes stemming from CD376 This includes: Guidelines changes • New CX guideline providing information on data holder brands (new checklist reference 2AU.00.37). CX Guideline website page • Updates to include references to consultations standards and guidelines • Updates to CX checklist • New open source design asset 2AU. Redirect to Web with One Time Password v1.36.0.2026.03.18

Authenticate: Redirect to Web with One Time Password

Updated CX artefacts and requirements to reflect: • Consultation Draft 376 - White label brand arrangements - Draft Standards • Change Request 715: CX Guidelines | Changes stemming from CD376 This includes: Guidelines changes • New CX guideline providing information on data holder brands (new checklist reference 2AU1.00.17). CX Guideline website page • Updates to include references to consultations standards and guidelines • Updates to CX checklist • New open source design asset 2AU1. Redirect to App v1.36.0.2026.03.18

Authenticate: Redirect to App

Updated CX artefacts and requirements to reflect: • Consultation Draft 376 - White label brand arrangements - Draft Standards • Change Request 715: CX Guidelines | Changes stemming from CD376 This includes: Business consumer disclosure consents- Bundled CDR Consents Guidelines changes • Update to existing CX guideline on data holder selection (checklist reference 1CO5.01.49) • New CX guideline providing information on data holder brands (new checklist reference 1CO5.01.73). CX Guideline website page • Updates to include references to consultations standards and guidelines • Updates to CX checklist • New open source design asset 1CO5. Business consumer disclosure consent v1.36.0.2026.03.18

Consent: Business consumer disclosure consents

Updated CX artefacts and requirements to reflect: • Consultation Draft 376 - White label brand arrangements - Draft Standards • Change Request 715: CX Guidelines | Changes stemming from CD376 This includes: Insight disclosure consents- Bundled CDR Consents Guidelines changes • Update to existing CX guideline on data holder selection (checklist reference 1CO4.01.42) • New CX guideline providing information on data holder brands (new checklist reference 1CO4.01.65). CX Guideline website page • Updates to include references to consultations standards and guidelines • Updates to CX checklist • New open source design asset 1CO4. Insights disclosure consent v1.36.0.2026.03.18

Consent: Insight disclosure consents

Updated CX artefacts and requirements to reflect: • Consultation Draft 376 - White label brand arrangements - Draft Standards • Change Request 715: CX Guidelines | Changes stemming from CD376 This includes: Trusted Adviser disclosure consents- Bundled CDR Consents Guidelines changes • Update to existing CX guideline on data holder selection (checklist reference 1CO3.01.52) • New CX guideline providing information on data holder brands (new checklist reference 1CO3.01.63). CX Guideline website page • Updates to include references to consultations standards and guidelines • Updates to CX checklist • New open source design asset 1CO3. Trusted Adviser disclosure consent v1.36.0.2026.03.18

Consent: Trusted Adviser disclosure consents

Updated CX artefacts and requirements to reflect: • Consultation Draft 376 - White label brand arrangements - Draft Standards • Change Request 715: CX Guidelines | Changes stemming from CD376 This includes: Accredited person disclosure consents- Bundled CDR Consents Guidelines changes • Update to existing CX guideline on data holder selection (checklist reference 1CO1.03.29) • New CX guideline providing information on data holder brands (new checklist reference 1CO1.03.50). CX Guideline website page • Updates to include references to consultations standards and guidelines • Updates to CX checklist • New open source design asset 1CO1. AP disclosure consent v1.36.0.2026.03.18

Consent: Accredited person disclosure consents

Updated CX artefacts and requirements to reflect: • Consultation Draft 376 - White label brand arrangements - Draft Standards • Change Request 715: CX Guidelines | Changes stemming from CD376 This includes: Collection and use consents - Default example Guidelines changes • Update to existing CX guideline on data holder selection (checklist reference 1CO.01.31) • New CX guideline providing information on data holder brands (new checklist reference 1CO.01.59). Collection and use consents - Provider selection for white labeled brands • New CX artefacts and guidelines relating to data holder brand names and brand groups (new checklist references 1CO.06.01-1CO.06.06). CX Guideline website page • Updates to include references to consultations standards and guidelines • Updates to CX checklist • New open source design asset 1CO. Collection and use v1.36.0.2026.03.18

Consent: Collection and use consents