BS 8577 and ISO 22222

BS 8577 and ISO 22222

BS 8577 is the only professional quality standard within Financial Services to focus solely on the following key areas of business practice:

  • Operational management
  • Objectives and policies
  • Management responsibility
  • Customer relationship management
  • Recruitment, training, development and on-going competence
  • Control of documents and records

ISO 22222 focuses on the six core steps of the financial planning process and provides a framework that applies to:

  • Ethical behaviour
  • Competencies
  • Experience
  • Continual Improvement
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