01. Trusted Adviser disclosure consent - Bundled CDR consents

1CO3.01.54

54

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