Description
New CX artefacts and guidelines to support Trusted Adviser (TA) disclosure consents. These artefacts provide implementation examples to reflect the new rules on TA disclosure consents and the CX standards introduced in v1.16.0, related to Disclosure Consent: Non-Accredited Person Disclosure Notification. Updated CX Checklist (on website) includes key requirements and guidelines related to TA disclosure consents, see checklist references starting with 1CO3.
Version introduced
1.16.1
Date released
April 1, 2022
Link
Consent: Disclosure consent - Trusted Adviser disclosure consents