BS 9222:2007

This standard BS 9222:2007 Personal financial planning. Guidance on the application of BS ISO 22222 and assessment of compliance is classified in these ICS categories:

• 03.060 Finances. Banking. Monetary systems. Insurance

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 recommendation 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 summary of the requirements of BS ISO 22222 for the purpose of establishing unambiguous relationship between the requirements and related application/assessment guidance.