ICOBS - Providing Information and 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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- 25 Minutes
- All staff
- Based on UK legislation, but suitable for global audiences upon the removal of UK-specific references and translation as necessary.
Learning objectives
- 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
What can you expect your employees to learn?
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
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