Updated November 9, 2023

These guidelines provide examples for how to implement requirements related to changing disclosure options for joint accounts.

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Overview

Data holders must provide joint account holders with a disclosure option management service. This service must allow joint account holders to:

• change the joint account to a more restrictive disclosure option;
• propose a change on a joint account to a less restrictive disclosure option; and
• respond to the proposal to change to a less restrictive disclosure option

Consent Management is the final stage of ‣. This is a high level example of the relationship between Consent Management and Account permissions.

The guidelines in this section focus on changing to a non-disclosure option in accordance with rule 4A.7, and obtaining agreement on change to a less restrictive disclosure option with accordance to rule 4A.8.

For further guidance, see ACCC's Revised joint account implementation guidance.

Wireframes and guidelines

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