Criterion standards define common processes, data and technical details.

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1.0 Draft A

LoA Data Checklist

1.0 Final

Magic Link

1.0

Maintain Contract Summary Details

2.3

Maintain Generic Data

3.2

Maintain Personal Fact Find

1.0

Maintain Publish And Subscribe

1.0

Money Laundering

1.0 Draft A

MPS Edit Model and Rebalance

1.0

MPS MI Reporting

3.9

New Business Bonds

3.9

New Business Collective Investments

3.9

New Business Endowments

2.2

New Business Tracking

3.1

Occupation Codes List

1.0 Draft A

Platform Account Opening

1.0

Process Architecture

1.0.1

Product Type Definition

1.0 Final

Provide Advice Charges

1.0 Final

Provide Asset Holdings

1.4

Provide Contract Valuation