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  • Insurance Broker Manual

    $1,100.00 inc. GST (5 brokers)

     
    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.
     
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