FCA General Claims Handling Documents for Loss Assessors
- Advertising Register – Excel Document
- Breach Register – Excel Document
- Template Claims Handling Mandate – Word Document
- CPD Training Form – Excel Document
- ICOB Jargon Buster – Word Document
- Locum Agreement Template – Word Document
- Introducer Letter – Word Document
These documents are specifically for firms who act on behalf of customers who are claiming on an insurance policy. Also referred to as Loss Assessors.
The bundle includes a variety of documents that firms handling claims may find useful to record financial promotions and breaches. It also includes a template mandate that is commonly used by firms to obtain the customers authority to act on their behalf.
FORMAT: All documents are downloadable via email upon receipt of payment.