ICOBS - Providing Information and Advising
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25 Minutes -
For all staff
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UK
ICOBS rules on providing information and advising apply to insurance intermediaries. This 25-minute course explains the FCA's requirements for giving customers information about the firm and its services, what must be disclosed about products including fees, and the standards that apply when advising rather than simply providing information.
The distinction between information and advice determines what the customer is owed and what the firm is liable for, and it is crossed easily in conversation. Fee and remuneration disclosure is another area the FCA reviews regularly. Training intermediary staff on both protects the customer outcome and gives the firm files that hold up when a case is examined later.
What you’ll learn in
this course
- Recognise the requirements for providing information about our Firm and its services
- Know what information, including fees, to provide about our products
- Know the rules for identifying client needs and advising
Hear from our customers
Feefo Customer Rating ★★★★★ 4.9/5
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