UNI/TS 11348 : 2010

Superseded

Superseded A superseded Standard is one, which is fully replaced by another Standard, which is a new edition of the same Standard.

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PERSONAL FINANCIAL PLANNING - GUIDELINE FOR THE APPLICATION OF UNI ISO 22222:2008 - TERMINOLOGY, CLASSIFICATION AND REQUIREMENTS OF SERVICE

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Superseded date: 15-02-2018

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Published date: 01-01-2010

Publisher: Ente Nazionale Italiano di Unificazione (UNI)

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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

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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.

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Document Type	Standard
ISBN
Pages
Published
Publisher	Ente Nazionale Italiano di Unificazione (UNI)
Status	Superseded
Superseded By	UNI 11348-3 : 2018 UNI 11348-1 : 2018 UNI 11348-2 : 2018

Standards Referenced By This Book - (Show below) - (Hide below)

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

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

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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