Enquiry authority allows a third party to have access to information about your client’s account, including their account data.
Your client can appoint a third party on their Cash Management Account (CMA) during the CMA application process or via a Third-Party Authority (TPA) form.
A third party appointed with enquiry authority can view your client’s account details (BSB, account number, and account name), account balance and transaction history.
Enquiry authority doesn’t allow third parties to authorise payments from the account, changes to the account details or close the account.