UNI/TS 11348 : 2010
Superseded
A superseded Standard is one, which is fully replaced by another Standard, which is a new edition of the same Standard.
View Superseded by
PERSONAL FINANCIAL PLANNING - GUIDELINE FOR THE APPLICATION OF UNI ISO 22222:2008 - TERMINOLOGY, CLASSIFICATION AND REQUIREMENTS OF SERVICE
15-02-2018
01-01-2010
INTRODUZIONE
1 SCOPO E CAMPO DI APPLICAZIONE
2 RIFERIMENTI NORMATIVI
3 TERMINI E DEFINIZIONI
4 PROCESSO
5 ETICA
6 COMPETENZA
7 ESPERIENZA
8 DICHIARAZIONE DI CONFORMITA
APPENDICE A (informativa) - CLASSIFICAZIONE DELLE MODALITA
DI EROGAZIONE DEI SERVIZI
APPENDICE B (informativa) - CONTENUTO DEL SERVIZIO IN
RELAZIONE ALLE AREE DI ATTIVITA
APPENDICE C (informativa) - LISTA DI RISCONTRO PER
L'AUTOCONTROLLO DI CONFORMITA LLA ISO 22222:2008
BIBLIOGRAFIA
La specifica tecnica definisce una serie di indicazioni alla applicazione della UNI ISO 22222:2008. La specifica è applicabile a tutti coloro che professionalmente offrono ai clienti servizi di consulenza personalizzati (generici o specifici) in relazione a tutte le aree di bisogni finanziari, economico e patrimoniali, indipendentemente dal loro status occupazionale o normativo anche se organizzati in forma di rete, per esempio banche, società assicurative, società di intermediazione mobiliare.
| DocumentType |
Standard
|
| PublisherName |
Ente Nazionale Italiano di Unificazione (UNI)
|
| Status |
Superseded
|
| SupersededBy |
| UNI 11402 : 2011 | FINANCIAL EDUCATION OF CITIZENS - SERVICE REQUIREMENTS |
| UNI/TR 11403 : 2011 | GUIDELINES FOR SELECTION OF A PERSONAL FINANCIAL PLANNER FORESEEN BY UNI ISO 22222:2008 |
| 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 CEI EN ISO/IEC 17050-1 : 2010 | CONFORMITY ASSESSMENT - SUPPLIER'S DECLARATION OF CONFORMITY - PART 1: GENERAL REQUIREMENTS |
| UNI EN ISO 9000 : 2005 | QUALITY MANAGEMENT SYSTEMS - FUNDAMENTALS AND VOCABULARY |
| UNI CEI EN ISO/IEC 17020 : 2012 | CONFORMITY ASSESSMENT - REQUIREMENTS FOR THE OPERATION OF VARIOUS TYPES OF BODIES PERFORMING INSPECTION |
| UNI EN ISO 9001 : 2008 | QUALITY MANAGEMENT SYSTEMS - REQUIREMENTS |
| UNI CEI EN 45011 : 1999 | GENERAL REQUIREMENTS FOR BODIES OPERATING PRODUCT CERTIFICATION SYSTEMS |
| UNI ISO 22222 : 2008 | PERSONAL FINANCIAL PLANNING - REQUIREMENTS FOR PERSONAL FINANCIAL PLANNERS |
| UNI CEI EN 45020 : 2007 | STANDARDIZATION AND RELATED ACTIVITIES - GENERAL VOCABULARY |
| UNI CEI EN ISO/IEC 17011 : 2005 | CONFORMITY ASSESSMENT - REQUIREMENTS FOR ACCREDITATION BODIES ACCREDITING CONFORMITY ASSESSMENT BODIES |
| UNI CEI EN ISO/IEC 17040 : 2005 | CONFORMITY ASSESSMENT - GENERAL REQUIREMENTS FOR PEER ASSESSMENT OF CONFORMITY ASSESSMENT BODIES AND ACCREDITATION BODIES |
| UNI CEI EN ISO/IEC 17000 : 2005 | CONFORMITY ASSESSMENT - VOCABULARY AND GENERAL PRINCIPLES |
| UNI CEI EN ISO/IEC 17024 : 2012 | CONFORMITY ASSESSMENT - GENERAL REQUIREMENTS FOR BODIES OPERATING CERTIFICATION OF PERSONS |
| UNI CEI EN ISO/IEC 17050-2 : 2005 | CONFORMITY ASSESSMENT - SUPPLIER'S DECLARATION OF CONFORMITY - PART 2: SUPPORTING DOCUMENTATION |
| UNI CEI EN ISO/IEC 17021 : 2011 | CONFORMITY ASSESSMENT - REQUIREMENTS FOR BODIES PROVIDING AUDIT AND CERTIFICATION OF MANAGEMENT SYSTEMS |
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