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The Insurance Distribution Directive: where do you stand? - Live Webinar

Ik schrijf in op de interesselijst


The Insurance Distribution Directive (IDD) has been transposed in Belgium by the Law of 6 December 2018 and has come into effect as of December 28, 2018 replacing the existing framework known in the market as the Law Cauwenberghs (the transposition of the European Insurance Mediation Directive - IMD) and AssurMiFID (the roll out of MiFID I to the insurance sector). One of the effects of IDD is amongst others that the scope of application has been broadened to the entire distribution chain, including (re)insurers, intermediaries, price comparison websites or firms who provide insurance alongside their principal (non-insurance) business.

Now more than 2 years after the entry into force, we look back at the key changes, impacts and implementation challenges of IDD on your business to make sure that your organisation is fully ready and IDD proof going forward.

This training session will allow you to fully understand:

Categorie Verzekeringen
Niveau Advanced
Type opleiding Online, Blended learning

Totale prijs *

Leden: € 300
Niet-leden: € 330
Partner BZB: € 300
Incompany: op maat, prijzen op aanvraag

* Heb je recht op subsidies?
* Prijs: prestatie in het kader van permanente beroepsopleiding, vrijgesteld van BTW

Punten

  • Verzekeringen: 3 p/u
  • Compliance: 3 p/u

Geregelde bijscholing

Examen/Bijscholing 700.010

Geef ons jouw interesse door indien er geen datum beschikbaar is, de geplande datum voor je niet past en/of deze sessie volzet is. Van zodra een vijftal personen ingeschreven zijn op de interesselijst stellen wij jou een nieuwe datum voor. Jouw inschrijving op de interesselijst is kosteloos en zonder enige verplichting.

Ik schrijf in op de interesselijst

Doelgroep

This training session can be useful for anyone involved with or responsible for (1) product development and / or (2) insurance distribution, either directly, or through an intermediary (i.e. at insurance intermediaries and/or insurance companies):

  • responsibles for distribution (RDs), and / or sales representatives;
  • product managers;
  • legal managers, and / or their team members;
  • people responsible for internal control;
  • compliance officers, and / or their team members;
  • risk managers, and / or their team members;
  • internal auditors.

Vereiste voorkennis

Advanced: offers practice-based applications to complement the theoretical knowledge already acquired through the “basic level” courses (in-depth learning).

Programma

Content

  • The background and status of IDD, including overview of the European and Belgian regulatory framework.
  • The scope and applicability of the IDD requirements.
  • Ancillary insurance intermediaries (AII)
    • Describe the characteristics and importance of this category.
    • Explain the difference between AII falling in scope of IDD or not.
  • The conduct of business requirements
    • Explain the duty to dare requirements, including the suitability statement and report for insurance based investment products.
    • Describe the changed requirements regarding cross-selling.
    • Explain the IDD rules regarding conflicts of interest and remuneration / inducements, including the Belgian sector inducement code.
    • Detail the transparency and information requirements (both pre- as well as post contractual).
  • Professional requirements at the level of professional competence (access to the profession and practical experience) as well as ongoing training.
  • Product oversight & governance, detailing the requirements of both the product manufacturers, as well as the distributors, including their mutual responsibilities at the level product monitoring and exchange of information.

Practical Information

Duration: 3 hours

Time: 13h30 - 17h

Extra info: 

How to get started? You will receive a login and password by email to access our platform. In the platform you will find a link. Clicking on the scheduled date will start the webinar via Webex. 

In order to earn continuing education points, it is important to log in with your own name, attend the entire training, and answer the questions suggested by the trainer. Do not follow the training with multiple people through the same PC.

Methodologie

Type of training: 
During Live Webinars you will see the presentation and the trainer live on your screen. You can communicate with the trainer and ask questions.

Course material: 

  • PowerPoint presentation
  • Live video

Docenten

Patricia Goddet
Compliance & audit