Customer Support: +353 (0)1 857 6730

Corporate Website About Us
  • There are no items in your cart
Please enter a keyword to search
Advanced search
Home
UNI
UNI/TR 11403 : 2011

UNI/TR 11403 : 2011

Current

Current

The latest, up-to-date edition.

GUIDELINES FOR SELECTION OF A PERSONAL FINANCIAL PLANNER FORESEEN BY UNI ISO 22222:2008

Amended by

UNI/TR 11403 : 2011 : COR 1

Published date

03-02-2011

Publisher

Ente Nazionale Italiano di Unificazione (UNI)

INTRODUZIONE
1 SCOPO E CAMPO D'APPLICAZIONE
2 RIFERIMENTI NORMATIVI
3 TERMINI E DEFINIZIONI
4 LA SCELTA DEL PIANIFICATORE FINANZIARIO, ECONOMICO E
  PATRIMONIALE: LINEE GUIDA
5 IL PERCORSO DI SCELTA DEL PIANIFICATORE
6 LA PREPARAZIONE DELL'INCONTRO
APPENDICE A (informativa) - ESEMPI DI STRUMENTI DI VALUTAZIONE
  E CONFRONTO

This TR gives a guidance to allow a development of instruments and communication models that can help the consumers to make a proper choice of a personal financial planner in line with their aims and considering the required service.

Committee
CT 40
DocumentType
Technical Report
ProductNote
New child COR 1 2011 is now added.
PublisherName
Ente Nazionale Italiano di Unificazione (UNI)
Status
Current

UNI 11402 : 2011 FINANCIAL EDUCATION OF CITIZENS - SERVICE REQUIREMENTS
UNI/TS 11503 : 2013 FINANCIAL EDUCATION - GUIDANCE FOR APPLICATION AND CONTROL OF UNI 11402 AND REQUIREMENTS FOR SUPPLIER (ORGANIZATION) THAT DELIVER FINANCIAL EDUCATION SERVICES

UNI ISO 22222 : 2008 PERSONAL FINANCIAL PLANNING - REQUIREMENTS FOR PERSONAL FINANCIAL PLANNERS
UNI/TS 11348 : 2010 PERSONAL FINANCIAL PLANNING - GUIDELINE FOR THE APPLICATION OF UNI ISO 22222:2008 - TERMINOLOGY, CLASSIFICATION AND REQUIREMENTS OF SERVICE
UNI 11402 : 2011 FINANCIAL EDUCATION OF CITIZENS - SERVICE REQUIREMENTS

View more information
Sorry this product is not available in your region.

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.

Get in touch with us