T/GDJR 003-2022 Active
T/GDJR 003-2022 Commercial bank personal financial management sales recording and video recording specifications Part 3: Display actions
Abstract
Scope: This document stipulates the technical requirements for the display actions of commercial banks in the process of selling their own wealth management products and distributing financial products of other financial institutions, including the display norms of information notice boards, sales personnel's post qualification certificates, consumers' ID cards, and sales documents. This document applies to all kinds of display actions in the sales process of personal wealth management products of commercial banks; Main technical content: 1. General provisions 2. Display requirements for information notice boards 3. Display requirements for post qualification certificates 4. Display requirements for residents' ID cards 5. Display requirements for sales documents
General Product Information
| Document Type | Group standards |
|---|---|
| Standard Status | Active |
| Standard Code | T/GDJR 003-2022 |
| ICS | Financial services, banking, monetary systems, and insurance |
| Implement Date | 2022-08-10 |