This manual has adopted these rules to assist firms deliver the objectives of the regulator.  It includes a step by step process of the advised procedure that even someone new into the industry should be able to follow and grasp a good understanding of what is required of an Adviser.

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This manual has adopted these rules to assist firms deliver the objectives of the regulator.  It includes a step by step process of the sales procedure that even someone new into the industry should be able to follow and grasp a good understanding of what is required of them when arranging an insurance policy.

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Within this bundle you will find guidance on creating compliant disclosure documents under the Insurance Distribution Directive.  The example Disclosure Documents (DD) provides two different ways of disclosing a firm’s information to a customer.  Depending on your firm you may wish to choose the second example which puts key information into circles so that they stand out to the customer.  Whichever, you choose is up to you, but we like to offer something different to the norm.

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This bundle is designed to help Brokers obtain facts about their customer to satisfy the ‘know your customer’ rules.  There is also a selection of template letters that Advisers can use depending on the type of protection insurance recommended.  Our letters have been designed with simplicity in mind so that under each section you can simply select the relevant paragraph and delete the rest.  We always emphasis that a letter should say why you have recommended the product, insurer, sum assured, term, etc.  Therefore, our letters adopt this style. We have also produced a non advised letter as an example in case you do not give advice.

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