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    Superseded A superseded Standard is one, which is fully replaced by another Standard, which is a new edition of the same Standard.

    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    Superseded date:  30-04-2012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

    Published date: 

    Publisher:  British Standards Institution

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    Table of Contents - (Show below) - (Hide below)

    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

    General Product Information - (Show below) - (Hide below)

    Comment Closes On
    Committee SVS/6/1
    Document Type Draft
    Publisher British Standards Institution
    Status Superseded
    Superseded By

    Standards Referencing This Book - (Show below) - (Hide below)

    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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