How do referral pages handle client consent and terms of introduction?
Where required, the client reviews and signs the terms of introduction, and the signed terms become part of the referral record.
How do referral pages handle client consent and terms of introduction?
Category: Referral Pages
A referral usually means one firm sharing a client's details with another firm. Referral pages support a clear consent and disclosure process around that handover. Where required, the client can review and sign the terms of introduction. The terms can show: • the firms involved • the client name and date • the subject of the introduction • regulatory wording • any introducer fee or commercial interest, with an example fee disclosure • how personal data will be handled • a signature section The client signs electronically, and the signed terms form part of the referral record. You can also add your privacy notice link, so privacy wording appears in the relevant steps. This helps you evidence that the client was told what was happening and agreed to the introduction.