UNI 11348-1 : 2018
Current
Current
The latest, up-to-date edition.
PERSONAL FINANCIAL PLANNING - GUIDELINE FOR THE APPLICATION OF UNI ISO 22222:2008 - PART 1: TERMINOLOGY, CLASSIFICATION AND REQUIREMENTS OF SERVICE FOR PLANNERS
Published date
15-02-2018
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Describes criteria upon which personal financial planners, with suitable professional competence, supports the clients in the definition and achievement of planned life objectives, respecting needs, obligations and preferences of the client.
| Committee |
CT 40
|
| DevelopmentNote |
Supersedes UNI/TS 11348. (03/2018)
|
| DocumentType |
Standard
|
| PublisherName |
Ente Nazionale Italiano di Unificazione (UNI)
|
| Status |
Current
|
| Supersedes |
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