Skip main navigation
You are at: Home>Certification>Quality certification>Personal assets
Personal wealth advisory services quality certification
Personal Wealth Advice Certification

Personal wealth advisory services quality certification

Personal wealth advisory services quality certification

​​​​​​​​​​​​​​​​​​​​​​​​​​Personal Asset Consultancy Certification

This specification defines the processes for the advice service for managing a person's portfolio of savings products, and specifies the requirements regarding responsible and ethical behaviour, competence and experience required of the organisation providing advice in terms of personal wealth management.

 
 

Approach to providing ethical advice on asset management:

  • Integrity.
  • Priority in the customer's interests.
  • Due care and diligence.
  • Compliance and professionalism.
  • Objectivity.
  • Confidentiality.
  • Obligations with regard to reporting accurate and relevant information. 
  • Competence of the advisers. 

The certification can be acquired with other specifications of the banking sector, Corporate Banking, Personal Banking or Business Banking.​​

Once the audit process has been successfully completed, the organisation will obtain:

  • The AENOR Personal Asset Consulting Certificate
  • The user licence of the AENOR Personal Asset Consulting Mark.

Furthermore, organisations with management systems certified by AENOR have free access to the AENORnet and a subscription to the AENOR monthly magazine.

The AENOR Certificate of Personal Wealth Advice

The AENOR Personal Asset Consulting Certificate


Major banking organisations already have this AENOR certificate, such as CaixaBank and Ibercaja.