Adviceline 0808 278 7864 Monday to Thursday 9.30am to 3.30pm

Make a Referral to Citizens Advice Hart

Agency Referral

Agency Referral

Third Party & Client Details

Has the Client consented to being referred? *
Please tick to indicate that the client has agreed for a referral to be made to Citizens Advice Hart District; for the information below, including any special category data, to be shared with and recorded by Citizens Advice Hart and to be contacted about this referral.
Client Address
Client Address
Please include any applicable deadlines.

Thank you for the referral, we confirm that we will take action within 5 working days but will be unable to follow up with you without the clients express consent.

How we use your information

At Citizens Advice Hart, we collect and use your personal information to help solve your problems, improve our services, and tackle wider issues in society that affect people’s lives. We only ask for the information we need. We always let you decide what you’re comfortable telling us, explain why we need it, and treat it as confidential.

When we record and use your personal information, we:

  • Only access it when we have a good reason
  • Only share what is necessary and relevant
  • Don’t sell it to commercial organisations

At times, we might use or share your information without your permission. If we do, we’ll always make sure there’s a legal basis for it. This could include situations where we have to use or share your information:

  • To carry out our legitimate aims and goals as a charity, for example, to create statistics for our national research. This is ‘legitimate interest’.
  • To comply with the law, for example, if a court orders us to share information. This is ‘legal obligation’.
  • To protect someone’s life, for example, sharing information with a paramedic if a client is unwell at our office. This is ‘vital interest’.
  • To carry out a task where we’re meeting the aims of a public body in the public interest, for example, delivering a government or local authority service. This is ‘public task’.
  • To carry out a contract we have with you, for example, if you’re an employee, we might need to store your bank details so we can pay you. This is a ‘contract’.
  • To defend our legal rights, for example, sharing information with our legal advisers if someone complains that we gave the wrong advice.

We handle and store your personal information in line with the law, including the General Data Protection Regulation, and in line with our Citizens Advice policy.

Please note that by completing your phone number and/or email address in the form above, you are giving permission for us to contact you using the details shown.

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