If the enquirer is not the Personal Representative you should
not disclose any confidential information to that person,
irrespective of their relationship with the deceased.
The only circumstances under which you may disclose to a
person other than the Personal Representative is where you have the
express written consent of the Personal Representative to do so.
This rule applies equally to professional agents as it does to any
other person. To obtain consent the individual must follow the
process outlined at
IDG43000.
If an agent or other person was acting on behalf of the
deceased prior to their death, for example through a power of
attorney or consent (such as a form 64-8) you may no longer
disclose confidential information to these third parties. If the
personal representatives wish these third parties to continue to
act they must provide a fresh consent. See
IDG43000 for guidance on consent.
| IDG34050 | Protecting the confidentiality of deceased customers: General |
| IDG34100 | Verifying the identity of Personal Representatives |
| IDG34150 | Disclosing to the Personal Representative where there is no will and a Letter of Administration is not appropriate |
| IDG34200 | Disclosing information to trustees of estate assets |
