The Insurance Distribution Directive (IDD) - what you MUST do by 1 October 2018

The Insurance Hall
Monday, 16 July 2018
1:00 pm – 3:30 pm
    • Branko Bjelobaba FCII, Senior Consultant on FCA Compliance & CII Accredited Advanced General Insurance Trainer
  • Financial Services lecture

Advance booking is essential - download booking form below & return to the speaker

A two hour briefing presented by Branko Bjelobaba FCII, Senior Consultant on FCA Compliance and CII Accredited Advanced General Insurance Trainer.

There are now only 11 WEEKS before implementation! This event, for FCA regulated firms only, (of relevance to general insurance firms - insurers and brokers), will provide a detailed overview of the near final rules that were published in December 2017 (we have had three Consultation Papers and two Policy Statements already). Whilst we have a delay in implementation (from 23 February to 1 October 2018) there are many changes that MUST still be made covering: compulsory training, marketing materials, conduct of business, product oversight and governance, conflicts of interest, systems and controls, PII cover and client money.

The Insurance Mediation Directive has been with us since 2005 and make no mistake, the UK will enact the IDD this year to ensure we trade with the rest of the EU on a level playing field on 1 October 2018. Do you know what changes you will have to make to be compliant with the law? Come and join fellow market professionals and find out.

All delegates will receive a mapping tool against the current proposed requirements to assist with implementation at their firm.

By the end of this event delegates will have gained an insight into:

  • IDD requirements - compulsory training, marketing materials, conduct of business, product oversight and governance, conflicts of interest, systems and controls, PII cover and client money

Session rates:

  • CII/PFS member - £200 + VAT
  • Non-members - £300 + VAT

Contact

Please contact info@branko.org.uk (0800 619 6619) with any queries.

Venue
  • The Insurance Hall
  • 20 Aldermanbury
  • London
  • EC2V 7HY
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CII Accredited

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

2 hours' 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.