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GB/T 32313-2015: Personal financial business service specifications of commercial banks
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| Standard ID | Contents [version] | USD | STEP2 | [PDF] delivered in | Standard Title (Description) | Status | PDF |
| GB/T 32313-2015 | English | 259 |
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Personal financial business service specifications of commercial banks
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GB/T 32313-2015
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Basic data | Standard ID | GB/T 32313-2015 (GB/T32313-2015) | | Description (Translated English) | Personal financial business service specifications of commercial banks | | Sector / Industry | National Standard (Recommended) | | Classification of Chinese Standard | A11 | | Classification of International Standard | 03.060 | | Word Count Estimation | 12,157 | | Date of Issue | 2015-12-28 | | Date of Implementation | 2016-06-01 | | Quoted Standard | GB/T 32317 | | Regulation (derived from) | State Standard Announcement 2015 No.41 | | Issuing agency(ies) | General Administration of Quality Supervision, Inspection and Quarantine of the People's Republic of China, Standardization Administration of the People's Republic of China | | Summary | This standard specifies the basic principles of personal financial services business, general requirements. This standard applies to qualified business engaged in personal financial management of commercial banks. | GB/T 32313-2015: Personal financial business service specifications of commercial banks---This is a DRAFT version for illustration, not a final translation. Full copy of true-PDF in English version (including equations, symbols, images, flow-chart, tables, and figures etc.) will be manually/carefully translated upon your order.
Personal financial business service specifications of commercial banks
ICS 03.060
A11
National Standards of People's Republic of China
Personal financial services specification
Issued on. 2015-12-28
2016-06-01 implementation
Administration of Quality Supervision, Inspection and Quarantine of People's Republic of China
Standardization Administration of China released
Table of Contents
Introduction Ⅲ
1 Scope 1
2 Normative references 1
3 Terms and definitions
Service 4 Basic Principles
4.1 Compliance 2
4.2 Integrity 2
4.3 Reliability 2
Difference 2 4.4
5 Integrated Management 2
5.1 Basic requirements 2
5.2 Investment Management 3
5.3 Risk Management 4
5.4 Accounting Management 4
Sales management 4 6
6.1 4 sale system
6.2 Sales text 4
6.3 Sales 5
5 6.4 marketing campaign
7 Service 6
7.1 Save Document 6
6 7.2 Disclosure
7.3 Advisory Services 7
7.4 Complaints 7
7.5 Emergency 7
7.6 Customer Protection 7
References 8
Foreword
This standard was drafted in accordance with GB/T 1.1-2009 given rules.
The standard proposed by the People's Bank of China.
This standard by the National Standardization Technical Committee on Finance (SAC/TC180) centralized.
This standard was drafted. China Financial Computerization Corporation, Industrial and Commercial Bank of China, Agricultural Bank of China, Bank of Communications, China Everbright Bank, China Merchants
Commercial Bank, China Postal Savings Bank.
The main drafters of this standard. Wu Xiangyang Yang Qian, Denglin Ying, Zhao Zhilan, Yang Xiaoqiong, Meng industry, Cao Rong, Yang Hao Ning, Xujun Peng, Chen Yuan Xing,
Fumihiko Na, Zhang Shen Rong, Li Zhuo Fan, Zhu Liwei, Tao Zhongwei.
Personal financial services specification
1 Scope
This standard specifies the basic principles of personal financial services business, general requirements.
This standard applies to qualified business engaged in personal financial management of commercial banks.
2 Normative references
The following documents for the application of this document is essential. For dated references, only the dated version suitable for use herein
Member. For undated references, the latest edition (including any amendments) applies to this document.
GB/T 32317 Commercial Bank Personal Banking customer risk tolerance assessment specification
3 Terms and Definitions
GB/T 32317 and defined by the following terms and definitions apply to this document.
3.1
Personal Finance personalfinance
On the basis of the individual assets, liabilities and other data were analyzed on the consolidation, according to individual risk tolerance, combined with the use of more than the intended target
These means for management of assets and liabilities, reasonable arrangement of funds, so that the process of achieving personal risk is acceptable within the scope of maximizing asset value.
3.2
Personal Financial Services personalfinancialbusiness
Financial analysis of commercial banks to provide customers with personal, financial planning, investment advisory, asset management and other professional services activities.
Note. personal financial services in accordance with the management and operation of different ways, into a comprehensive financial advisory services and wealth management services.
3.3
Financial advisory services financialadvisoryservices
Financial analysis and planning of commercial banks to provide, investment advice, personal investment product launches and other specialized services.
NOTE. commercial banks for the sale of savings products, credit products, etc. product introduction, publicity and promotion and other general business consulting activities, does not belong to financial
Consultancy services.
3.4
Integrated financial services integratedfinancialservices
Commercial banks in providing financial advisory services to customers based on the customer acceptance of the commission and authority, in accordance with prior agreement with the customer's investment
Financing plans and the way investment and asset management, and other professional services.
3.5
Personal financial planning personalfinancialplan
Commercial Banks Based on the analysis of potential target customers based on the specific target customer base development, design and sales of investment funds
Financing and management plan.
3.6
Sales sales
For individual clients engaged in commercial banking financial products publicity, promotion, personal selling and other related banking activities.
NOTE. to provide customers with sales personnel, including financial analysis, business planning or investment advice, sales person or business financial planning investment products to
And other personal financial services sales and management activities closely related professionals.
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