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Standards library

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Showing 1-20 of 29 results

Commission (EDIFACT)

Version 2.0

Commission Transfer (XML)

Version 1.0.1

Contract Enquiry Bulk Transaction History

Version 1.0

Contract Enquiry Bulk Valuations

Version 1.1

Contract Enquiry Transaction History Wrap

Version 1.0

Contract Enquiry Wrap Valuation

Version 1.4

Legal Framework

Version 4.0

Legal Framework Adviser Not Present

Version 2.0

LoA Data Checklist

Version 1.0 Draft A

Maintain Contract Summary Details

Version 1.0

Maintain Personal Fact Find

Version 3.2

Money Laundering

Version 1.0

New Business Tracking

Version 2.2

Occupation Codes List

Version 3.1

Platform Account Opening

Version 1.0 Draft B

Provide Advice Charges

Version 1.0 Final

Provide Asset Holdings

Version 1.0 Final

Provide Contract Valuation

Version 1.4

Provide Fund Charges

Version 1.0 Final

Provide Investment Switch and Redirect Notification List

Version 1.1