Identify your own roles and responsibilities with regard to the current legislation, national guidelines: Obtain a Client History Assignment, UO, UK

• Identify your own roles and responsibilities with regard to the current legislation, national guidelines, policies, protocols, and good practice guidelines when obtaining an individual’s history.
• Explain the guidelines to be followed if the individual is unable to provide a relevant history.
• Explain how to check a third-party authority and the ability to provide information about an individual.
• Outline the steps to be taken to clarify and confirm any missing or ambiguous information in an individual’s history.

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