Criterion standards define common processes, data and technical details.

Showing 1-20 of 56 results

Commission (EDIFACT)

Commission Transfer (XML)

Common Annuity Declarations

Common Bulk Transfer Declarations

Common Transfer Declarations

Contract Enquiry Bulk Transaction History

Contract Enquiry Bulk Valuations

Contract Enquiry Endowment Single & Multi Valuation

Contract Enquiry Pensions Valuation

Contract Enquiry Transaction History Endowment

Contract Enquiry Transaction History Pension

Contract Enquiry Transaction History WOL Protection

Contract Enquiry Whole Of Life Single & Multi Valuation

Legal Framework

Legal Framework Adviser Not Present

Legal Framework Auto Enrolment

Maintain Contract Summary Details

Maintain Personal Fact Find

Money Laundering

MPS Edit Model and Rebalance