Criterion standards define common processes, data and technical details.

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2.0

Commission (EDIFACT)

1.0.1

Commission Transfer (XML)

1.0

Contract Enquiry Bulk Transaction History

1.1

Contract Enquiry Bulk Valuations

2.3

Contract Enquiry Endowment Single & Multi Valuation

2.4

Contract Enquiry Transaction History Endowment

2.4

Contract Enquiry Transaction History WOL Protection

1.0

Contract Enquiry Transaction History Wrap

2.3

Contract Enquiry Whole Of Life Single & Multi Valuation

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

3.9

New Business Endowments

3.11

New Business Protection

2.2

New Business Tracking

3.1

Occupation Codes List

1.0 Draft Final

Provide Advice Charges