標(biāo)準(zhǔn)號：BS 9222-2007
中文標(biāo)準(zhǔn)名稱：個人理財計劃.BS ISO 22222的應(yīng)用指南和服從評估
英文標(biāo)準(zhǔn)名稱：Personal financial planning - Guidance on the application of BS ISO 22222 and assessment of compliance
標(biāo)準(zhǔn)類型：A11
發(fā)布日期：2007/11/30 12:00:00
實施日期：2007/11/30 12:00:00
中國標(biāo)準(zhǔn)分類號：A11
國際標(biāo)準(zhǔn)分類號：03.060
引用標(biāo)準(zhǔn)：BS EN ISO/IEC 17000;BS EN ISO/IEC 17024;BS EN ISO/IEC 17050-1;BS EN ISO/IEC 17050-2;BS ISO 22222
適用范圍：This British Standard provides guidance on the application ofBS ISO 22222 to the provision of a personal financial planning servicewith particular relevance during preparation for independentthird-party assessment. This standard also makes recommendation as tothe most appropriate methods of assessment of the procedures, ethicalbehaviour, competences and experience of individual financial plannersincluding the extent to which academic or vocational qualificationshould be taken into account.Attention is drawn to the fact that BS ISO 22222 is applicable to allpersonal financial planners regardless of their employment status andthat this British Standard therefore has the same breadth of application.Because BS 9222 has been drafted for use in parallel withBS ISO 22222, this standard contains only summary of therequirements of BS ISO 22222 for the purpose of establishingunambiguous relationship between the requirements and relatedapplication/assessment guidance.