WORD DOCUMENT – 15 PAGES
INDEX OF CONTENTS
- Introduction
- General Guidance
- Sales Process
- Terms of Business (TOBA)
- Fees and Commission Disclosure
- Privacy Notice
- Fact Find
- Affordability
- Research
- Arranging
- Product Disclosure
- Insurance Product Information Document (IPID)
- Statement of Price
- Statement of Demands & Needs
- Cancellation Period
- Claims Process
- Group Insurance Policies with Multiple Policyholders
- Product Disclosure on ‘Distance Contracts’
- Distance Contracts – Telephone
- Renewals and mid-term changes
- Mid Term Changes
- Record Keeping Requirements