Framework for the provision of financial advice and planning services. Specification
Framework for the provision of financial advice and planning services. Specification
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What is this standard about? BS 8577 sets out a framework for managing financial advisors and effectively supporting the provision of financial advice and planning services. Who is this standard for?
Financial advisors (IFA Industry) Financial planners – personal, corporate or business High street banks Senior management and financial directors
Why should you use this standard? Adviser firms and banks are a key channel for distributing financial services and products to consumers, including private and corporate clients. BS 8577 provides a framework that will enable them to meet the increasing levels of professionalism and management practice required of financial advice businesses. The standard gives clear and up-to-date recommendations and incorporates all aspects that support the provision of advice services, outlining core competencies required from companies, their advisers and planners to ensure a fair, transparent and professional interaction with clients.
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