NMWM16370 | Disclosure of information: procedure to obtain consent at interview with customer and third party

There will be circumstances where you can anticipate the possibility of disclosing personal information. For example, during an interview with a customer when their spouse, parent or some other third party is present. To avoid any later disputes over whether consent was given you should start the interview by drawing attention to the likelihood of personal information being disclosed and should immediately obtain the customer’s written consent for this. This need not be on form 64-8 (Authorising your agent) and can simply be written as per (NMWM16360).