Insurance Distribution Directive - what you must do by 01 October

The County Hotel, Chelmsford
Wednesday, 11 July 2018
8:30 am – 1:00 pm
    • Branko Bjelobaba, Branko Ltd

A three hour seminar presented by Branko Bjelobaba FCII, (FCA Compliance Consultant and CII Accredited Advanced General Insurance Trainer)

This event is of relevance to general insurance firms (insurers and brokers) and will provide a detailed overview of the near final rules that were published in December 2017 (we have had three Consultation Papers and two Policy Statements already). Whilst we have a delay in implementation (from 23 February to 1 October 2018) there are many changes that MUST still be made covering: compulsory training, marketing materials, conduct of business (i.e. the sales process), product oversight and governance, conflicts of interest, systems and controls, PII cover and client money.

There will also be a quick update on GDPR and what marketing can/cannot be done as very much part of the sales process.

The Insurance Mediation Directive has been with us since 2005 and make no mistake; the UK will enact the IDD to ensure we trade with the rest of the EU on a level playing field on 1 October 2018.

Do you know what changes you will have to make to be compliant with the law? Come and join fellow market professionals and find out.

Learning objectives:

By attending this event delegates will gain an insight into:

IDD proposals - compulsory training, marketing materials, conduct of business, product oversight and governance, conflicts of interest, system and controls, PII cover and client money.

Slides from this event, can be downloaded below.

Venue
  • Rainsford Road
  • Chelmsford
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

3 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.