CASS rules apply to money belonging to all clients. Clients are classified as retail, commercial, professional and any other eligible counterparty.
Our CASS 5: Client Money - Insurance Distribution Activity course provides an overview of CASS 5 which are the client money rules that apply to insurance distribution.
This course will prepare your employees to:
- Calculations and reconciliations
- Carrying out the calculation
- Notifying the FCA
- You decide: Types of client money calculation
- Examples of common CASS errors
- Reporting to the FCA
- Key performance indicators
- Good business practice
- You decide: Depositing client money
Approximately 25-minute long e-learning course followed by a 10-question assessment.
Suitable for all staff - examples and interactivities designed for staff at all levels. No previous knowledge or experience is required.
SHARD-compliant, responsive display on all devices, accessibility on screen readers, visual design controlled via a client style sheet.
All Windows, Mac OSX, iOS, Android (Flash-free for mobile compatibility). AICC and SCORM 1.2-compliant, suitable for both hosted and deployed SCORM or AICC.
Fully customisable on Skillcast Portal CMS.
Pre-translated versions not available, but all text content can be exported for translation into all languages.
Based on UK legislation, but suitable for global audiences upon the removal of UK-specific references and translation as necessary.