Investment operations specialist

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Version log

Version Change detail Earliest start date Latest start date
2.0 Occupational standard and assessment plan revised. 11/09/2026 Not set
1.0 Approved for delivery 27/08/2015 10/09/2026
Employers involved in creating the standard: AJ Bell, Aon, Bank of America, BPP, Brooks McDonald Group, CFA UK, Charles Stanley , Chartered Banking Institute, Chartered Institute of Securities and Investments, DSW Learning, Evelyn Partners, Exeter University, Fidelity International, Fitch Learning, HSBC, Investment 2020, JP Morgan, JPM Chase, LIBF, M and G, MAN , RBC Brewin Dolphin, Royal London, Schroders, UBS, University of Exeter

Crown copyright © 2026. You may re-use this information (not including logos) free of charge in any format or medium, under the terms of the Open Government Licence. Visit www.nationalarchives.gov.uk/doc/open-government-licence

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