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12/30248292 DC : 0

Superseded
Superseded

A superseded Standard is one, which is fully replaced by another Standard, which is a new edition of the same Standard.

View Superseded by
superseded

A superseded Standard is one, which is fully replaced by another Standard, which is a new edition of the same Standard.

BS 8577 - FRAMEWORK FOR THE PROVISION OF FINANCIAL ADVICE AND PLANNING SERVICES - SPECIFICATION
Available format(s)

Hardcopy , PDF

Superseded date

30-04-2012

Language(s)

English

0 Introduction
1 Scope
2 Normative references
3 Terms and definitions
4 Overarching principles
5 Management responsibilities
6 Objectives
7 Policies
8 Operational management system for organizations
   delivering financial and planning services
9 Control of documents and records
10 Recruitment, training, development and ongoing competence
11 Customer relationship management
Annexes
Annex A (informative) - Example of a business review process
Annex B (informative) - Example of an operational management
        system
Bibliography

BS 8577

Committee
SVS/6/1
DocumentType
Draft
Pages
18
PublisherName
British Standards Institution
Status
Superseded
SupersededBy

BS ISO 22222:2005 Personal financial planning. Requirements for personal financial planners
BS 25999-2:2007 Business continuity management Specification
BS 18477:2010 Inclusive service provision. Requirements for identifying and responding to consumer vulnerability
BS 8453:2011 Compliance framework for regulated financial services firms. Specification

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£20.00
Excluding VAT

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