The Standard was updated in response to Industry requirements to extend the data included in the Standard.
The new data includes: portfolio, proposition, product and asset name, account/contract total, crystalised/uncrystalised split, adviser name and reference and product type.
This release was timed to allow industry participants ready to use the new version to do so immediately.
Following discussions with the industry, Criterion is introducing further Change Requests which extend the use cases which Bulk Valuations will satisfy going forward. These will be discussed at the Process and Standards Group in August. Subject to governance approval, a subsequent version will be delivered later in the year incorporating the additional changes to reflect the wider use cases where Bulk Valuations provides benefit.
