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Our Standards are used by leading providers, platforms, portals, service providers and many financial advisers, promoting efficiency throughout the industry. They define common processes, data and technical details, helping you to significantly cut the costs of linking between systems.

Standards are developed by representatives from across the financial services industry working together to deliver solutions that respond to their collective needs. Every Standard is commonly agreed before being finalised.

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Name
Business Process
Product Types
Category
Latest Version
Adviser
Non Specific
Non Specific
Common
2.0
Agency Code Population
Provide Agency Codes
Non Specific
Business
1.0
Bank Accounts
Non Specific
Non Specific
Common
1.0
Business Contacts
Non Specific
Non Specific
Common
2.0
Cash Flow
Non Specific
Non Specific
Common
2.0
Commission (EDIFACT)
Receive Remuneration Statement
Non Specific
Business
2.0
Commission Transfer (XML)
Receive Remuneration Statement
Non Specific
Business
1.0.1
Common Schema Package
Non Specific
Non Specific
Technical
1.0
Contract Enquiry Bonds Valuation
Provide Contract Valuation
Bond
Business
2.1
Contract Enquiry Collective Investments Valuation
Provide Contract Valuation
Collective Investments
Business
1.3
Name
Business Process
Product Types
Category
Latest Version
Adviser
Ongoing Portfolio Management
Non Specific
Common
2.0
Agency Code Population
Provide Agency Codes
Non Specific
Business
1.0
Bank Accounts
Non Specific
Non Specific
Common
1.0
Business Contacts
Ongoing Portfolio Management
Non Specific
Common
2.0
Cash Flow
Ongoing Portfolio Management
Non Specific
Common
2.0
Commission (EDIFACT)
Ongoing Portfolio Management
Non Specific
Business
2.0
Commission Transfer (XML)
Ongoing Portfolio Management
Non Specific
Business
1.0.1
Common Schema Package
Ongoing Portfolio Management
Non Specific
Technical
1.0
Contract Enquiry Bonds Valuation
Ongoing Portfolio Management
Bond
Business
2.1
Contract Enquiry Collective Investments Valuation
Ongoing Portfolio Management
Collective Investments
Business
1.3