Insurance conduct of business and regulation (selling, advising and administration)

Course summary
1 day
Next available date: Contact for info - London
Open / Scheduled

Insurance conduct of business and regulation (selling, advising and administration)

Insurance conduct of business and regulation (selling, advising and administration)

The Insurance Conduct of Business Sourcebook and the rules for selling are often difficult to understand.  This workshop will examine the specifics relating to the selling process from beginning to end and will help delegates understand and apply the business standards for advising, selling and administering general insurance products.

The course will also investigate the influence of other regulatory developments and their impact on operational and business risks.

Suitability - Who should attend?

The course is suitable for compliance officers, operational managers and marketing professionals.

Outcome / Qualification etc.

  • Explain the  new regulatory principles (FCA) , and the high level standards applied under the ICOBS which governs the sale and administration by insurers and brokers of general insurance products
  • Understand what is, and apply the standards for, financial promotions.
  • Explore the practical issues of implementing a risk based process
  • Understand and apply the relationship between ICOBS and Treating Customers Fairly and Conflicts of Interest
  • Identify how regulatory failure can amplify the consequences of Errors and Omissions

Training Course Content

  • The context, scope and application of the Insurance Conduct of Business Sourcebook (ICOBS) requirements
  • How the FCA will review the selling process based on ICOBS
  • Applying the rules to prospective and new customers
  • Applying the rules to Add-ons and Renewals
  • Know what information must be provided to your consumers and in what format
  • Terms of business agreements  both Consumer and Business, fact finding, demands and needs,statement of Facts
  • A joined up approach to ICOBS, TCF and Conflicts of Interest
  • Treating consumers fairly
  • Adopting ICOBS processes as best practice within the sales process
  • ICOBS breaches and professional indemnity - to include Errors and Omissions


Contact Searchlight for more information and pricing details.

Provider: Searchlight

Searchlight - Training Courses for the Business Insurance Industry

Searchlight - Leading UK Training & Consultancy Company for Insurance and Financial Services Professionals

Searchlight is the UK's foremost provider of training for the insurance and financial services industry, covering the full range of technical, regulatory and soft skills needed by professionals operating in this dynamic business environment. Searchlight was the first organisation to receive...

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Contact information for Searchlight


Riverbridge House
Guildford Road
KT22 9AD Surrey

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