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Client Information Release Form Template for England and Wales

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Key Requirements PROMPT example:

Client Information Release Form

"I need a Client Information Release Form to allow my medical records to be shared with a specialist clinic for a period of 6 months starting from January 2025, ensuring compliance with UK GDPR for health data."

Document background
The Client Information Release Form serves as a critical document in scenarios where controlled sharing of personal information is required. It provides a structured framework for organizations to obtain explicit consent for information sharing while maintaining compliance with UK data protection regulations. This document is particularly important in contexts where sensitive personal data needs to be shared with third parties, requiring careful consideration of UK GDPR and Data Protection Act 2018 requirements. The form ensures transparency in data sharing processes and helps organizations maintain proper documentation of consent.
Suggested Sections

1. Client Details: Full name, contact information, and any relevant identification of the client

2. Information to be Released: Specific description and categorization of the information authorized for release

3. Purpose of Release: Clear statement of why the information is being released and how it will be used

4. Duration of Authorization: Time period for which the release authorization is valid, including start and end dates

5. Recipient Details: Complete identification of individuals or organizations authorized to receive the information

6. Consent Declaration: Formal declaration of client's informed consent to information release, including GDPR compliance statement

7. Signature Block: Space for client signature, date, and witness signature if required

Optional Sections

1. Special Category Data Provisions: Additional provisions and safeguards for sensitive personal data under GDPR Article 9

2. Third Party Authorization: Specific permissions and details for authorized representatives to act on client's behalf

3. Electronic Communication Consent: Specific consent and provisions for electronic transmission of information

4. Revocation Rights: Details of the client's right to withdraw consent and process for doing so

Suggested Schedules

1. Schedule A - Data Categories: Detailed listing of specific information categories to be released

2. Schedule B - Authorized Recipients: Complete list of all authorized recipients including contact details

3. Schedule C - Identity Verification: Documentation of identity verification process and copies of verification documents

4. Schedule D - Processing Activities: Detailed description of how the released information will be processed and protected

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions
















Clauses















Relevant Industries
Relevant Teams
Relevant Roles
Industries

UK General Data Protection Regulation (UK GDPR): Primary data protection legislation covering principles of data processing, lawful bases for processing, individual rights, and requirements for valid consent

Data Protection Act 2018: UK implementation of GDPR including additional data protection requirements and special category data handling provisions

Privacy and Electronic Communications Regulations (PECR): Specific rules governing electronic communications and requirements for electronic marketing consent

Common Law Duty of Confidentiality: Professional obligations and client confidentiality requirements under common law principles

Freedom of Information Act 2000: Legislation governing information disclosure requirements, particularly relevant for public bodies

Human Rights Act 1998: Legislation protecting fundamental rights including Article 8 (right to privacy) and balancing privacy rights with information sharing

Financial Services and Markets Act 2000: Sector-specific regulations for financial services industry regarding information handling and disclosure

Health and Social Care Act 2012: Sector-specific regulations for healthcare providers regarding patient information and confidentiality

Legal Services Act 2007: Sector-specific regulations for legal service providers regarding client information and confidentiality

Contract Law Principles: Fundamental legal principles governing contracts including capacity to contract, clear terms, and consideration

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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