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BSI BS 9222:2007

Personal financial planning. Guidance on the application of BS ISO 22222 and assessment of compliance
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BSI BS 9222:2007

Personal financial planning. Guidance on the application of BS ISO 22222 and assessment of compliance

PUBLISH DATE 2007
BSI BS 9222:2007

This British Standard provides guidance on the application of BS ISO 22222 to the provision of a personal financial planning service, with particular relevance during preparation for independent third-party assessment.

This standard also makes recommendations as to the most appropriate methods of assessment of the procedures, ethical behaviour, competences, and experience of individual financial planners, including the extent to which academic or vocational qualification should be taken into account.

Attention is drawn to the fact that BS ISO 22222 is applicable to all personal financial planners regardless of their employment status, and that this British Standard therefore has the same breadth of application.

Because BS 9222 has been drafted for use in parallel with BS ISO 22222, this standard contains only a summary of the requirements of BS ISO 22222 for the purpose of establishing an unambiguous relationship between the requirements and related application/assessment guidance.

SDO BSI: British Standards Institution
Document Number 9222
Publication Date Nov. 30, 2007
Language en - English
Page Count
Revision Level
Supercedes
Committee W/-
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