JR/T 0262-2022 English Version, JR/T 0262-2022 Investor suitability management for securities institution—Investor rating data requirements (English Version)

Chinese Classification Professional Classification ICS Classification Latest News Value-added Services

Position: Chinese Standard in English/JR/T 0262-2022

JR/T 0262-2022 Investor suitability management for securities institution—Investor rating data requirements (English Version)
Standard No.:	JR/T 0262-2022	Status:	valid remind me the status change Email:
Target Language:	English	File Format:	PDF
Word Count:	18500 words	Translation Price(USD):	555.0 remind me the price change Email:
Implemented on:	2022-11-14	Delivery:	via email in 1~5 business day

→

Standard No.:	JR/T 0262-2022
English Name:	Investor suitability management for securities institution—Investor rating data requirements
Chinese Name:	证券经营机构投资者适当性管理投资者评估数据要求
Chinese Classification:	A11 Finance and Insurance
Professional Classification:	JR Professional Standard - Finance
Source Content Issued by:	China Securities Regulatory Commission
Issued on:	2022-11-14
Implemented on:	2022-11-14
Status:	valid
Target Language:	English
File Format:	PDF
Word Count:	18500 words
Translation Price(USD):	555.0
Delivery:	via email in 1~5 business day

Standard

JR/T 0262-2022 Investor suitability management for securities institution—Investor rating data requirements (English Version)
Standard No.	JR/T 0262-2022
Status	valid
Language	English
File Format	PDF
Word Count	18500 words
Price(USD)	555.0
Implemented on	2022-11-14
Delivery	via email in 1~5 business day

Detail of JR/T 0262-2022

Standard No.

English Name

Chinese Name

Chinese Classification

Professional Classification

ICS Classification

Issued by

Issued on

Implemented on

Status

Superseded by

Superseded on

Abolished on

Superseding

Language

File Format

Word Count

Price(USD)

Keywords

Introduction of JR/T 0262-2022

本文件规定了证券经营机构投资者适当性管理工作中，投资者评估数据的建设目标及数据范围，内
部评估数据的评估口径、数据范围、数据要素，外部评估数据引入原则、评估机制、数据范围及引入流
程规范等，并提供了投资者评估数据的最佳实践。

本文件适用于证券经营机构建立规范统一的投资者评估数据体系，为动态评估投资者风险承受能力
和风险偏好提供了数据基础。

本文件不适用于涉及国家秘密的数据。

Contents of JR/T 0262-2022

Tel: +86-10-8572 5655 \| Fax: +86-10-8581 9515 \| Email: coc@codeofchina.com \| QQ: 672269886
Copyright: Beijing COC Tech Co., Ltd. 2008-2040



Keywords:
JR/T 0262-2022, JR 0262-2022, JRT 0262-2022, JR/T0262-2022, JR/T 0262, JR/T0262, JR0262-2022, JR 0262, JR0262, JRT0262-2022, JRT 0262, JRT0262