Uncategorised

New Consumer Duty Overview presentation – March 2022

Cobra Conference 2022 Handout - The Financial Conduct Authority (FCA) has now issued two consultation papers on the proposed New Consumer Duty which is due to come into force on 30th April 2023. The p...

AXA Claims Helpline extended hours this weekend

In preparation for the turn in the weather this weekend AXA’s Commercial Property claims phonelines will be open 9-12 on both Saturday and Sunday this weekend. As a reminder the numbers to call are: C...

IAR Record

IAR Record

. . . This content is restricted to subscribers

Appointed Representative AR Procedures

The Appointed Representative (AR) Procedures

These procedures give an overview of the steps a firm needs to take before appointing an AR and on an ongoing basis.  It is the principals responsibility to ensure the ARs are fit and proper to deal w...

AR Agreement

AR Agreement

This is a contract for use with Appointed Representatives (ARs). If your AR has more than one principal, a multi principal agreement must be signed. Download here . . . This content is restricted to s...

Principals and their AR's

Focus on Principals and their ARs

Principals and their Appointed Representatives ( AR's) is a hot topic for the FCA and they have recently issued a survey to firms who have Appointed Representatives (ARs).  For some time now the FCA h...

Close take over Insurance Age website homepage

As proud sponsors of the Diversity & Inclusion Award at the UK Broker Awards, Insurance Age invited Close Brothers to take over their website homepage where they shared how their unique services can h...

Zurich highlight the issue of DSE risk assessments

Zurich shares new guidance on what employers need to make sure that they have assessed when it comes to temporary homeworkers display screen equipment.

Travelers release Insuring Ambition podcast

Travelers have released the third episode of their Insuring Ambition podcast series in association with Insurance Insider.