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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
Equity Release
(2)
Equity Release
(2)
Life, Pensions and Investments
(27)
Life, Pensions and Investments
(27)
Platform Account Opening
(1)
Platform Account Opening
(1)
Markets
Protection
(9)
Protection
(9)
Retirement
(25)
Retirement
(25)
Wealth
(19)
Wealth
(19)
Non Specific
(28)
(-)
Non Specific
(28)
Later Life Lending
(2)
(-)
Later Life Lending
(2)
Group Risk
(2)
Group Risk
(2)
Category
Business Process-Agnostic Standards
(1)
Business Process-Agnostic Standards
(1)
Business Process-Specific Standards
(30)
(-)
Business Process-Specific Standards
(30)
Technical Standards
(12)
Technical Standards
(12)
Product type
Non Specific
(24)
Non Specific
(24)
Pension
(1)
Pension
(1)
Wrap
(3)
Wrap
(3)
Equity Release
(2)
Equity Release
(2)
Showing 1-20 of
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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
1.0
Equity Release Apply
1.2
Equity Release Quotes and KFI
4.0
Legal Framework
2.0
Legal Framework Adviser Not Present
1.0 Draft A
LoA Data Checklist
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 A
Platform Account Opening
1.0 Draft Final
Provide Advice Charges
1.0 Draft Final
Provide Asset Holdings
1.4
Provide Contract Valuation
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