In this article:
When another firm asks your firm for clearance on a client, the request arrives by email with a secure link. You do not need a Seamlss account to respond.
How it works #
The link opens the request, showing which firm is asking, the client, and the entities they need a response on. You give an outcome for each entity, add any documents or notes, and submit. You can save a partial response and come back to it.
Access is protected and the link is time limited, so a forwarded email does not become an open door to client information.
Doing it #
Guidance is built into the response screen itself, next to each step.
For the wider picture, see the Ethical Clearances overview.
