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Insurance Broker Manual

$1,100.00 inc. GST (5 brokers)

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Sample | Detailed Table of Contents

What

A step by step guide to the insurance broking process

Suitable for

General insurance brokers

Contains

A two-part manual with concise broking process and detailed guidance on key issues, covering

IN THE MANUAL.

Marketing and advertising

Client contact

Preparing documents

Collecting information

Can you act?

Duties to clients

Retail vs. wholesale clients

Terminating your engagement

File management

IN THE COMPANION.

What is a financial service?

Privacy and confidentiality

Conflicts of interest

Client engagement

Advice and disclosure

New business, renewals, cancellations and lapses

Trust accounts and taxes

Claims and complaints

Benefits

Comprehensive one-stop broking guide

Seamlessly integrates relevant Acts and Regulations, Class Orders, Regulatory Guides, Info Sheets and industry Codes of Practice

Contains customisable policies, procedures and templates

Includes guidance on implementing all requirements

Distinguishes retail and wholesale clients

Packed full of practical tips, traps and diagrams

Detailed table of contents ensures easy navigation

Fully footnoted

Supports your quality assurance programme

Regularly updated to reflect changing regulation, policy and practice - an additional fee applies

Use

Convenient reference guide

Customise to create policies and procedures for your business

Combine with the AFS Licensee Manual and Compliance Calendar for a complete compliance management system

This price is for use by 5 brokers. Discounts are available for >5 brokers. Contact us for a quote.
SEE ALSO

AFS Licensee Manual

Compliance Calendar

Product Licence

eSTORE.

Insurance Broker Manual

SEE ALSO