T/GDJRFW 002-2026 Active Group standards

T/GDJRFW 002-2026 Competency requirements and code of practice for financial service advisors

Publish Date: 2026-01-07 Implement Date: 2026-01-08 For services related to genuine standard inquiry, procurement, translation, and other related services in China, please Contact Us

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Basic Information

Standard Code: T/GDJRFW 002-2026

Standard Type: Group standards

Standard Status: Active

is_force_gb: no

CCS Name: The representation method of data elements

ICS Name: The company's (enterprise's) services

Publish Date: 2026-01-07

Implement Date: 2026-01-08

Scope

In order to standardize the professional conduct of member units and their employees (collectively referred to as "financial service consultants"), enhance the professionalism and standardization of services, prevent financial risks, and protect the legitimate rights and interests of clients, these standards are hereby formulated. These standards aim to provide a unified technical basis for the selection, training, evaluation, certification, and management of service consultants, and guide the healthy and orderly development of the industry. These standards stipulate the terms and definitions of service consultants, basic requirements, competency models and grade divisions, professional competency requirements, service process norms, service quality evaluation, and continuous improvement, etc. These standards apply to service consultants in member units of the Guangdong Private Enterprise Financial Services Association who are engaged in fund financing, project consulting, intermediary services, risk management, and other work for private enterprises. Other relevant financial institutions and practitioners may refer to and use these standards for reference.