Insurance Product Information Document (IPID) What, Why and How?

The Masonic Lodge
Wednesday, 12 September 2018
12:30 pm – 2:00 pm
    • Jeff Heasman

Jeff Heasman is a professional trainer who holds a bachelors degree in law from the University of Glamorgan and a master of laws degree from Swansea University, as well as a postgraduate certificate in teaching English language to adults.

Learning Objectives:
By the end of the session delegates will be able to:

• Recognise the key provisions of the Insurance Distribution Directive (IDD), so far as they relate to the Insurance Product Information Document (IPID).
• Understand the need to follow the prescribed format for the IPID and know who is responsible for producing and distributing the IPID.
• Apply the key principles of plain language drafting to ensure the IPID complies with the legal requirement to be jargon free.

Venue:
Coventry Masonic Hall, 165, Warwick Road, Coventry CV3 6AU.
Telephone: 024 7650 1475

(This is situated by the “Y” junction/traffic lights opposite gates to the War Memorial Park. Car parking is available on site free of charge.)

Buffet – 12.30pm to 1.00pm / Lecture - 1.00pm to 2.00pm

*****Entry to the presentation is free /lunch is £3.50 payable on the day *****

Booking:
Please contact Kevin Morris kevin.morris@perryappletons.com (tel: 01788 820500) by Monday 10th September 2018 to reserve your place and advise if you require lunch, as we need to notify numbers for catering purposes.

Note: if you book lunch and are unable to attend, please let us know or you will be charged.

Venue
  • The Masonic Lodge
  • 165 Warwick Road
  • Coventry
  • CV3 6AU
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CII Accredited

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

1 hour's 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.