ICOBS - Providing Information & Advising

The Insurance Conduct of Business Sourcebook (ICOBS) for Providing Information and Advising applies to insurance intermediaries. The FCA requires intermediaries to provide clear and accurate information to customers.

This information needs to be sent to customers before the conclusion of any contract, and it must include a status disclosure and the scope of the service they are offering.

Our ICOBS for Providing Information and Advising Course explains the FCA's rules related to providing information and advising customers in the insurance sector.

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ICOBS - Providing Information and Advising

About this Course

Available as part of our FCA and Insurance Course Library.

Learning Objectives

This course will prepare your employees to:

  • Recognise the requirements for providing information about our Firm and its services
  • Know what information, including fees, to provide about our products
  • Understand the rules for identifying client needs and advising

Course outline

Welcome

What is ICOBS - Providing Information & Advising?

Status disclosure

Requirements for protection policies

Remuneration disclosure

Product information

General insurance contracts

Pure protection contracts

Protection policies

Geographical scope

Identifying customer needs & advising

- Means of communication

Client scenario

- Client scenario - 2
- Client scenario - 3
- Client scenario - 4

Summary

Affirmation

Assessment

FCA Courses Library

Our FCA Course library of over 60 training modules covers everything from high-level and conduct of business standards to thematic topics, including treating customers fairly.

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Course Specifications

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Structure

Approximately 20-minute long e-learning course followed by a 10-question assessment.

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Audience

Suitable for all staff - examples and interactivities designed for staff at all levels. No previous knowledge or experience is required.

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Design

SHARD-compliant, responsive display on all devices, accessibility on screen readers, visual design controlled via a client style sheet.

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Test-Out

Ability to offer optional test-out, whereby users can choose to skip the course content and complete the learning assignment simply bypassing the assessment.

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Compatibility

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.

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Tailoring

Fully customisable on Skillcast Portal CMS.

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Translation

Pre-translated versions not available, but all text content can be exported for translation into all languages.

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Localisation

Based on UK legislation, but suitable for global audiences upon the removal of UK-specific references and translation as necessary.