£99 – £299

AMII Compliance Workshop - "The Insurance Distribution Directive (IDD)"

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Location

Bupa,

102 The Quays

Salford

M50 3SP

United Kingdom

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Event description
"IDD: What you should have in place now" - or do you know how to sell legally! - hosted by Branko Bjelobaba, FCII

About this Event

Course Outline:

Hosted by Branko Bjelobaba, FCII, Director of Branko Ltd and AMII Compliance Consultant.

Now that the Insurance Distribution Directive (IDD) has been implemented, this event will provide a detailed overview of the final rules that required implementation as from 1 October 2018, including changes applied to:

• compulsory training,

• marketing materials,

• conduct of business (ICOBS/selling),

• product oversight and governance,

• conflicts of interest,

• systems and controls,

• PII cover and client money,

• ancillary insurance intermediaries,

• What introducing is/is not exempt.

In addition, the FCA have launched a market review on general insurance pricing practices setting out key findings and expectations along with a Dear CEO letter.

There will also be an update on GDPR to clarify what clients should be told and what marketing you can do lawfully and a brief overview of the forthcoming Senior Managers & Certification Regime (SM&CR), with replaces the Approved Persons Regime from December 2019.

Have you made all the changes to be compliant with the law? Come and join fellow market professionals and find out!

By the end of this event delegates will have gained an insight into:

• IDD requirements - compulsory training, marketing materials, conduct of business, product oversight and governance, conflicts of interest, systems and controls, PII cover, client money and ancillary insurance intermediaries together with HMT/FCA changes to introducing activity and FCA market review on pricing. PLUS a bonus update on GDPR and the forthcoming Senior Managers & Certification Regime (SM&CR)!

Course Materials Provided:

• Full copy of all slides

• Gap analysis to check where you are

• GDPR Marketing & Senior Managers & Certification Regime update

• Access to the AMII Compliance Manual – 64 pages on ICOBS with 18 separate and amendable templates (£495 + VAT – saving £120 from non-AMII member price)

Course Fees

  • £99 (inc. VAT) for each delegate from AMII Members firms
  • £299 (inc. VAT) for each delegate from any non-AMII Member firm

Course fees include all course materials and refreshments.

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Date and Time

Location

Bupa,

102 The Quays

Salford

M50 3SP

United Kingdom

View Map

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