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

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

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

1.1

Provide Investment Switch and Redirect Notification List

1.0 Draft Final

Provide Money In

1.0 Draft Final

Provide Money Out