For agencies referring
Please indicate that the client consents to you sharing their information to access the services we provide and that you, as the referring party, have explained to the client and they agree and understand the following information in order to refer to the service:
That personal and sensitive information may be provided by you (the referring agency) about the client(s) in order to make a formal referral into the service.
REFERRING YOURSELF OR A FRIEND OR FAMILY MEMBER
If referring another, make sure they consent to you sharing their contact information.
Personal and sensitive data will be shared on a need to know basis in order to make an appropriate referral and may be kept in a file or on computer. If money and/or debt advice doesn’t proceed, personal data will be destroyed after 2 years. If money and/or debt advice does proceed, a member of staff will provide the client with a copy of our Privacy Notice explaining in more detail what will happen to their data.