FCA General Insurance Templates

£95.00

  • Terms of Business (Advised) – Word Document
  • Terms of Business (Non-Advised) – Word Document
  • Insurance Remuneration Disclosure Examples (Insurance Distribution Directive) – Word Document
  • Statement of Demands and Needs – General (Advised) – Word Document
  • Statement of Demands and Needs – General (Non-Advised) – Word Document
  • Statement of Demands and Needs – Renewal (Existing Insurer) – Word Document
  • Statement of Demands and Needs – Renewal (Alternative Insurer) – Word Document
  • Statement of Demands and Needs – Renewal (Existing Insurer – Mid Term Adjustment) – Word Document
  • Statement of Demands and Needs – Renewal (Alternative Insurer – Mid Term Adjustment) – Word Document
  • Insurance Meeting Demands and Needs Examples (Insurance Distribution Directive) – Word Document
  • Research Information Sheet – Word Document
  • ICOBS Jargon Buster – Word Document

Within this bundle you will find guidance on creating compliant documents under the Insurance Distribution Directive.  You will also receive template Terms of Business which are specific to General Insurance Brokers, for both personal lines and commercial.

There are also a range of different Statement of Demands and Needs that can be used once an insurance policy has been sold, or at renewal. The renewal letters include a section to complete this years and last years quote so that the customer can compare, along with the prescribed text the Financial Conduct Authority (FCA) require firms to use at renewal. Where relevant the templates also include a table to complete if the customer is paying by direct debit through a credit agreement along with other key requirements required by the FCA.

FORMAT: All documents are downloadable via email upon receipt of payment.

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