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

1.5

Contract Enquiry Collective Investments 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

1.0 Draft A

MPS Edit Model and Rebalance

1.0 Draft A

MPS MI Reporting

3.9

New Business Collective Investments

2.2

New Business Tracking

3.1

Occupation Codes List

1.0 Draft Final

Provide Advice Charges

1.0 Draft Final

Provide Asset Holdings

1.0 Draft Final

Provide Fund Charges

1.1

Provide Investment Switch and Redirect Notification List

1.0 Draft Final

Provide Money In