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BS 8577 - FRAMEWORK FOR THE PROVISION OF FINANCIAL ADVICE AND PLANNING SERVICES - SPECIFICATION
Hardcopy , PDF
30-04-2012
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
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