The Insurance Distribution Directive (IDD) - what you should have done by 1 October 2018

Insurance Institute of London - Consilium
Wednesday, 16 January 2019
1:00 pm – 3:30 pm
    • Branko Bjelobaba FCII, Senior Consultant on FCA Compliance & CII Accredited Advanced General Insurance Trainer, Branko Limited
  • 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.

Now that the IDD has been implemented, this event, for FCA regulated firms only, (of relevance to general insurance firms - insurers and brokers), will provide a detailed overview of the final rules that required implementation as from 1 October 2018. Changes apply to: compulsory training, marketing materials, conduct of business, product oversight and governance, conflicts of interest, systems and controls, PII cover, client money and ancillary insurance intermediaries together with HMT/FCA changes to introducing activity (under RAO33B).

The Insurance Mediation Directive has been with us since 2005 and make no mistake, the UK has enacted the IDD to ensure we trade with the rest of the EU on a level playing field as from 1 October 2018 despite Brexit.

Do you know what changes you should 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, client money and ancillary insurance intermediaries together with HMT/FCA changes to introducing activity

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
  • Insurance Institute of London - Consilium
  • 21 Lombard Street
  • London
  • EC3V 9AH
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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.