BS 8577:2012 + BS ISO 22222:2005
Current
The latest, up-to-date edition.
Financial Advice and Planning Package (BS 8577:2012 + BS ISO 22222:2005)
Hardcopy , PDF
English
05-01-2012
This British Standard specifies requirements for organizations offering financial advice and planning services.
It applies to organizations or departments offering personal, corporate or business financial advice and/or planning services (e.g. distribution organizations, banks, building societies, whether independent or restricted) which operate, where applicable, within a regulated environment and recognized redress system. It is intended for implementation throughout the organization. It provides a structure to assist organizations in creating an environment that enables its personal financial planners (regardless of their employment status) to comply with the requirements of BS ISO 22222.
NOTE Examples of recognized redress systems are those operated by the Financial Ombudsmen Service and the Financial Services Compensation Scheme (FSCS).
For organizations that do not offer personal financial planning services as outlined in BS ISO 22222, this British Standard provides an operational framework against which they can be assessed.
Important note : All end users must be registered with an Account prior to user licenses being assigned.Access your standards online with a subscription
Features
-
Simple online access to standards, technical information and regulations.
-
Critical updates of standards and customisable alerts and notifications.
-
Multi-user online standards collection: secure, flexible and cost effective.