News and Events

Read our latest Process and Standards Group update.

The LoA Data Checklist for investments has been launched for industry review.

Shaping the future of financial planning.

We have extended our LoA Data Checklist to include investment.

The Document Access Standard provides uniform API protocols, consistent data formats and reliable, scalable connections.

Read our latest Process and Standards Group update.

We discuss the development of the new Post-Quote Annuity Application Data Standard, designed to increase efficiencies in annuity applications.

This version introduces clearer reporting with a new investment adviser charge category to improve accuracy and consistency for firms who differentiate adviser charges.

We look beyond MPS price and performance - robust operational due diligence is every financial advisers’ duty.