BS 8577:2012
Current
The latest, up-to-date edition.
Framework for the provision of financial advice and planning services. Specification
Hardcopy , PDF
English
04-30-2012
Foreword
0 Introduction
1 Scope
2 Normative references
3 Terms and definitions
4 Overarching principles
5 Management responsibilities
6 Objectives
7 Policies
8 Operational framework for organizations
delivering financial advice and planning
services
9 Control of documents and records
10 Recruitment, training, development and
ongoing competence
11 Customer relationship management
Annex A (informative) - Example of a management
review process
Annex B (informative) - Example of an operational
framework
Bibliography
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