Criterion standards define common processes, data and technical details.

Showing 1-20 of 28 results

Commission (EDIFACT)

Commission Transfer (XML)

Contract Enquiry Bulk Transaction History

Contract Enquiry Bulk Valuations

Contract Enquiry Transaction History Wrap

Contract Enquiry Wrap Valuation

Group Risk Quotes - Group Life Assurance

Legal Framework

Legal Framework Adviser Not Present

Maintain Contract Summary Details

Maintain Group Risk Mid Term Accounting Validation

Maintain Personal Fact Find

Money Laundering

New Business Tracking

Occupation Codes List

Provide Advice Charges

Provide Asset Holdings

Provide Contract Valuation

Provide Fund Charges

Provide Investment Switch and Redirect Notification List