Help Centre

Can I share both my personal accounts and business accounts in the same consent I create with an Accredited Data Recipient?

No, the ability to share CDR data for personal accounts (individual or jointly owned) is managed separately to a CDR data sharing arrangement for business accounts. For example, if you wish to share CDR data for ABC Pty Ltd as a Nominated Representative you will need to create a separate CDR data sharing consent purely for accounts owned by ABC Pty Ltd, versus any CDR data sharing consents for your personal accounts (individual or jointly owned).

Need support?

Contact us

Get in touch with one of our Australia-based team.

Locate us

Our friendly branch staff are looking forward to helping you achieve your financial goals.