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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 updation to meet the Insurance Distribution Directive requirements. If you have queries on this topic please contact us directly on 01254 675 674 or email email@example.com
Please note our Protection Insurance Manuals below contain an easy step, end-to-end process starting with when you need to supply the Disclosure Document 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.
|Protection Advice Process Manual V9||1 MB||DOC||Download|
|Protection Non Advice Process Manual V10||1 MB||DOC||Download|
|Insurance Advice Process Summary||29 KB||DOC||Download|
|Insurance DD Template V3||42 KB||DOC||Download|
|Insurance DD Example 1 V3||39 KB||DOC||Download|
|Insurance DD Example 2 V3||37 KB||DOC||Download|
|Insurance Remuneration Disclosure Examples (Insurance Distribution Directive)||17 KB||DOC||Download|
|Insurance Factfind||108 KB||DOC||Download|
|Corporate Factfind V4||163 KB||DOC||Download|
|SODN - Life & Critical Illness Cover V16||108 KB||DOC||Download|
|SODN - Life & Critical Illness (Non Advised) V16||68 KB||DOC||Download|
|SODN - Accident, Sickness and Redundancy V7||45 KB||DOC||Download|
|Insurance Meeting Demands and Need Examples (Insurance Distribution Directive)||17 KB||DOC||Download|
|ICOB Jargon Buster||28 KB||DOC||Download|
|Glossary of Trust||30 KB||DOC||Download|
|Protection Requirement Disclaimer||32 KB||DOC||Download|
|Discontinued Plan Form||38 KB||DOC||Download|
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