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SUMMARY:Compliance Academy: Making Compliant Sales
DESCRIPTION:This session covers the various ICOBS requirements\, the important concepts in Insurance Distribution\, what to look for in creating or reviewing your Sales Process\, and writing and checking your Financial Promotions. It also covers the practical application of the Consumer Duty: Consumer Understanding Outcome.  \nWe will look at where the FCA’s focus is\, learn some lessons\, and share best practice. \nIt is ideal for those who are new to the Compliance role or are wanting to refresh or increase their knowledge and understanding of this topic with the very latest information. \n\n\nDuring the session we will discuss and explore the following topics: \n\n\nSimplifying your Documentation\nEverything the customer needs to know\nSales Monitoring and why it is essential\nConsumers and Commercial Customers – Insurance law and how to explain information disclosure\nHow to explain Advised & Non-Advised Sales\nDemands & Needs\nConflicts of Interest disclosures\nPremium Finance – all the information to provide to the customer\nCompleting the Sale\nProduct Specific Rules of ICOBS\, including the Consumer Renewal Rules and many others\nAdd-ons\nFinancial Promotions\nThe Consumer Understanding Outcome under the Consumer Duty\n\n\nDate: 17th June 2026 \nTime: 10:00am – 12:00pm (including breaks) \n\n\nCost: £325 plus vat per person \nRead More: Making Compliant Sales \n\n\nTo book: click to book or email deborah@createsolutions.co.uk \nZoom details will be sent in advance. \n\nBook your place
URL:https://createsolutions.co.uk/training/making-compliant-sales-consumer-duty-training/
CATEGORIES:Compliance Academy
ATTACH;FMTTYPE=image/png:https://createsolutions.co.uk/wp-content/uploads/2026/04/Compliance.png
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