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Superseded
A superseded Standard is one, which is fully replaced by another Standard, which is a new edition of the same Standard.
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BS 8577 - FRAMEWORK FOR THE PROVISION OF FINANCIAL ADVICE AND PLANNING SERVICES - SPECIFICATION
Hardcopy , PDF
30-04-2012
English
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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Superseded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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