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Criterion standard

Version 2.0 Draft A of LoA Data Checklist

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This is version 2.0 Draft A (08/04/2026) of the LoA Data Checklist Standard.

All three LoA Data Checklists – DC Pensions, Protection and Investments – have been updated to incorporate industry feedback about v1.0. This includes additional data items to cater for unmet needs; richer descriptions, particularly for DC Pensions, drawn from the underlying data integration standards; and useability improvements such as larger definition windows.

All files for this version

Criterion DC Pensions LoA Checklist.xlsx

(127.66 KB)

Letter of Authority data checklist for DC pension products

Criterion Investments LoA Checklist.xlsx

(258.5 KB)

Letter of Authority data checklist for investment products

Criterion Protection LoA Checklist.xlsx

(52.89 KB)

Letter of Authority data checklist for protection products