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Criterion Standards
Criterion standards define common processes, data and technical details.
Criterion standards define common processes, data and technical details.
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Standard set
Common Declarations
(3)
Equity Release
(2)
Life, Pensions and Investments
(67)
MPS
(2)
Markets
Protection
(9)
Retirement
(25)
Wealth
(18)
Non Specific
(26)
Later Life Lending
(2)
Group Risk
(2)
Category
Business Process-Agnostic Standards
(2)
(-)
Business Process-Specific Standards
(74)
Technical Standards
(11)
Product type
Non Specific
(27)
Annuity
(2)
Bond
(4)
Pension
(23)
Collective Investments
(2)
Whole Life Protection
(2)
Endowment
(4)
Wrap
(4)
Protection
(2)
Equity Release
(2)
Group Risk
(2)
Showing 21-40 of
74
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1.0 Draft A
Group Risk Quotes - Group Life Assurance
4.0
Legal Framework
2.0
Legal Framework Adviser Not Present
2.0
Legal Framework Auto Enrolment
1.0
Maintain Contract Summary Details
1.1
Maintain Group Risk Mid Term Accounting Validation
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
2.4
New Business Annuities
3.9
New Business Bonds
3.9
New Business Collective Investments
3.9
New Business Endowments
3.10
New Business Group Pensions
3.10
New Business Individual Pensions
3.11
New Business Protection
2.2
New Business Tracking
3.1
Occupation Codes List
1.0 Draft Final
Provide Advice Charges
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