Customer contact and data security: contact with third parties: getting authority: customer not present - advising third party on correct procedure
If you receive a call from a third party for who we do not hold consent, then you must advise that
- for confidentiality reasons we are unable to deal with the customers tax affairs with a third party
- they should ask the customer to call in on their own behalf
- provided the customer phones in first and completes our required verification checks then we will be able to accept verbal consent from the customer to speak to a third party of their choice.
This verbal authority can be when both the customer and the third party are present together or up to 4 months in advance.
If the customer does call back to give verbal authority, see: