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Criterion Standards
Criterion standards define common processes, data and technical details.
Criterion standards define common processes, data and technical details.
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Standard set
Common Declarations
(3)
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Equity Release
(2)
(-)
Life, Pensions and Investments
(69)
MPS
(2)
Markets
Protection
(10)
Retirement
(23)
Wealth
(17)
Non Specific
(27)
Other
(1)
Later Life Lending
(2)
Group Risk
(2)
Category
(-)
Business Process-Agnostic Standards
(2)
(-)
Business Process-Specific Standards
(69)
Technical Standards
(11)
Product type
Non Specific
(27)
Annuity
(2)
Bond
(4)
Pension
(20)
Collective Investments
(2)
Whole Life Protection
(2)
Endowment
(4)
Wrap
(4)
Protection
(2)
Equity Release
(2)
Group Risk
(2)
Showing 21-40 of
71
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2.0
Legal Framework Adviser Not Present
2.0
Legal Framework Auto Enrolment
1.0
Maintain Contract Summary Details
2.3
Maintain Generic Data
1.1
Maintain Group Risk Mid Term Accounting Validation
3.2
Maintain Personal Fact Find
1.0
Money Laundering
2.4
New Business Annuities
3.9
New Business Bonds
3.9
New Business Collective Investments
3.9
New Business Endowments
3.10
New Business Group Pensions
3.10
New Business Individual Pensions
3.11
New Business Protection
2.2
New Business Tracking
3.1
Occupation Codes List
1.0 Draft Final
Provide Advice Charges
1.0 Draft Final
Provide Asset Holdings
1.4
Provide Contract Valuation
1.0 Draft Final
Provide Fund Charges
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