BS 9222:2007 PDF

Scope: 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.

BS 9222:2007 Referenced Document

BS EN ISO/IEC 17000 Conformity assessment. Vocabulary and general principles*， 2020-06-30 Update
BS EN ISO/IEC 17024 Conformity assessment. General requirements for bodies operating certification of persons*， 2012-07-31 Update
BS EN ISO/IEC 17050-1 Conformity assessment - Supplier's declaration of conformity - General requirements*， 2010-05-31 Update
BS EN ISO/IEC 17050-2 Conformity assessment - Supplier's declaration of conformity - Supporting documentation
BS ISO 22222 Personal financial planning - Requirements for personal financial planners

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