Home Consultancy Specialist referral

RECOGNISING THE RIGHT ROLE

When Another Specialist Is Required

When a consumer-credit matter falls outside ConsumerLaws’ consultancy scope, another professional may be appropriate. Understand the proposed referral and how your information would be handled.

The advice page helps you prepare a short issue summary before discussing a possible referral.

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Another professional may be appropriate.

The destination depends on the issue and the limits of ConsumerLaws’ consultancy role.

Possible referral destinations

Depending on the issue, a referral may be to:

  • An independent affiliate attorney
  • A credit bureau
  • A credit provider complaint team
  • The National Financial Ombud
  • A regulator
  • An insurer
  • Another appropriately qualified or regulated specialist

No hidden transfer of personal information

The proposed recipient and reason for the referral should be explained, and the required consent obtained before personal information is shared.

The recipient

Who is the proposed recipient?

The reason

Why is this referral being proposed?

The consent

What consent is required before personal information is shared?

The specialist is responsible for their own work

Any independent provider should give the consumer its own engagement terms, fees, privacy information and professional disclosures.

Your next step

Use the advice page to prepare your issue summary, or explore the consultancy and guidance hubs.

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