JR/T 0262-2022Investor suitability management for securities institution - Investor rating data requirements (English PDF)
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Issued by
People's Bank of China
Level / Type
National · Recommended
Issue date
November 14, 2022
Implementation date
November 14, 2022
Scope
JR/T 0262-2022 (Investor suitability management for securities institution - Investor rating data requirements) is available as an English-translated PDF.
JR/T 0262-2022 — This standard stipulates the construction objectives and data scope of investor assessment data, the assessment caliber, data scope, and data elements of internal assessment data, and the introduction principles, assessment mechanism, and data scope of external assessment data in the investor suitability management work of securities business institutions.
And the introduction of process specifications, etc., and stipulates the best practice for investors to evaluate data.
This standard is applicable to the establishment of a standardized and unified investor evaluation data system by securities business institutions, and provides a data basis for the dynamic evaluation of investors' risk tolerance and risk preference.
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Document preview — JR/T 0262-2022
National Standard of the People's Republic of China
- ICS
- 03.060
- Classification
- A 11
Issued by: People's Bank of China
Contents
- What this standard covers1
- Document data2
What this standard covers
This standard stipulates the construction objectives and data scope of investor assessment data, the assessment caliber, data scope, and data elements of internal assessment data, and the introduction principles, assessment mechanism, and data scope of external assessment data in the investor suitability management work of securities business institutions. And the introduction of process specifications, etc., and stipulates the best practice for investors to evaluate data. This standard is applicable to the establishment of a standardized and unified investor evaluation data system by securities business institutions, and provides a data basis for the dynamic evaluation of investors' risk tolerance and risk preference. This standard does not apply to data involving state secrets.
Document data
International classification (ICS): 03.060.
Chinese classification (CCS): A11.
Estimated length of the Chinese original: 37,376 words.
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This preview omits tables, figures, formulas and parts of the technical clauses. The complete document — 25 pages — is available in the English PDF.
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JR/T 0262-2022
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