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Within this section you will find the guidance you need to ensure you carry out an advised or non advised process compliantly. All our documents have been updated to meet the Insurance Distribution Directive requirements. If you have any queries on this topic please contact us directly on 01254 675 674 or email firstname.lastname@example.org
Please note our General Insurance Manuals below are specifically written for those within the Commercial and Personal Line sectors. The manuals contain an easy step, end-to-end process starting with when you need to supply the Terms of Business to producing a Statement of Demands & Needs. If your firm has recently taken on new advisers/consultants then this manual is a must read as it will give them in depth procedures regarding their compliance obligations and why it is important to adhere to them.
|General Insurance Advice Process Manual V11||1 MB||DOC||Download|
|General Insurance Non Advised Process Manual V11||1 MB||DOC||Download|
|Terms of Business (Advised) V16||55 KB||DOC||Download|
|Terms of Business (Non Advised) V16||53 KB||DOC||Download|
|Insurance Remuneration Disclosure Examples (Insurance Distribution Directive)||17 KB||DOC||Download|
|SODN - General (Advised) V11||49 KB||DOC||Download|
|SODN - General (Non-Advised) V11||62 KB||DOC||Download|
|SODN - Renewal (existing Insurer) V11||52 KB||DOC||Download|
|SODN - Renewal (Alternative Insurer) V11||51 KB||DOC||Download|
|SODN - Renewal (Existing Insurer - Mid term adjustment) V5||51 KB||DOC||Download|
|SODN - Renewal (Alternative Insurer - Mid term Adjustment) V5||52 KB||DOC||Download|
|Insurance Meeting Demands and Needs Examples (Insurance Distribution Directive)||17 KB||DOC||Download|
|Research info sheet V3||38 KB||DOC||Download|
|ICOBS Jargon Buster V4||28 KB||DOC||Download|
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