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Consumer Experience (CX) Guidelines
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03. Co-approval joint accounts

03. Co-approval joint accounts

Checklist ref

3AU2.03.30

Area
3AU2. Joint Account Authorisation
Wireframe ref

30

Type
CX Guideline
Requirement level
MAY
Participant
Data Holder
Statement

Data holders should provide more information about the ADR to relevant account holders. Doing so can help remove a key barrier to co-approval data sharing requests. In addition to the ADR's name, data holders should also include the ADR's accreditation number and a link to their specific page on www.cdr.gov.au/find-a-provider for accreditation verification purposes.

Reference

CX Research: 2019 Phase 2, Stream 1 report; 2020 Phase 3, Round 3 report

Example

Authorise: Authorisation to disclose joint account data

Version introduced
1.15.0
Date introduced

17 December 2021

Date modified

26 February 2025

Status
Active