Criterion standards define common processes, data and technical details.

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2.0

Commission (EDIFACT)

1.0.1

Commission Transfer (XML)

2.3

Contract Enquiry Bonds Valuation

1.0

Contract Enquiry Bulk Transaction History

1.1

Contract Enquiry Bulk Valuations

1.5

Contract Enquiry Collective Investments Valuation

2.3

Contract Enquiry Endowment Single & Multi Valuation

2.5

Contract Enquiry Pensions Valuation

2.4

Contract Enquiry Transaction History Bond

2.4

Contract Enquiry Transaction History Endowment

2.4

Contract Enquiry Transaction History Pension

1.0

Contract Enquiry Transaction History Wrap

1.4

Contract Enquiry Wrap Valuation

4.0

Legal Framework

2.0

Legal Framework Adviser Not Present

1.0

Maintain Contract Summary Details

3.2

Maintain Personal Fact Find

1.0

Money Laundering

1.0 Draft A

MPS Edit Model and Rebalance

1.0 Draft A

MPS MI Reporting