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RDR related Standards

Origo has worked with the financial services industry to enhance its suite of Standards to support the industry's RDR requirements. These were made available during 2012 and were developed with support from organisations across the entire industry.

Origo has supported the industry through many significant changes, to ensure transactions such as Quotes, New Business Submission, Tracking, Contract Enquiry Transaction History and Adviser Remuneration using Origo Standards will be RDR-compliant.

The changes incorporated include adding the new types of Adviser and Consultancy Charges that can be applied whilst retaining commission for those circumstances where commission can continue to be paid. They also identify the basis on which the Adviser is working, be this Independent or Restricted and the various categories within this.

RDR-compliant versions of our Quotes, New Business, Tracking and Contract Enquiry Standards can be found by product group in our Standards Library.

The Remuneration Statement Standard can also be found in our Standards Library.

The technical documentation that Origo developed to meet the requirements can be  downloaded here >

Origo continues to support the RDR-related Standards.

Origo Standards