HG01 - Handbook Guide - ICOBS
Length: 180+ Pages
Applies to: Firms engaging in Insurance business
This fully editable Word guide helps insurance firms meet FCA ICOBS requirements, aligned with Consumer Duty and wider regulatory expectations.
Structured by chapter and rule, it covers client categorisation, promotions, sales (advised/non-advised), demands and needs, disclosures, claims handling, renewals, and vulnerable customers. It also includes distance marketing, e-commerce, commission disclosure, and remuneration transparency.
Written in plain language with rule-by-rule breakdowns, practical examples, and regulatory references, it transforms ICOBS into actionable business practices.
Ideal for insurers, MGAs, brokers, and compliance teams. Instantly downloadable and ready to integrate into your framework—saving time and demonstrating your firm is ‘Ready, Willing, and Organised’.
Length: 180+ Pages
Applies to: Firms engaging in Insurance business
This fully editable Word guide helps insurance firms meet FCA ICOBS requirements, aligned with Consumer Duty and wider regulatory expectations.
Structured by chapter and rule, it covers client categorisation, promotions, sales (advised/non-advised), demands and needs, disclosures, claims handling, renewals, and vulnerable customers. It also includes distance marketing, e-commerce, commission disclosure, and remuneration transparency.
Written in plain language with rule-by-rule breakdowns, practical examples, and regulatory references, it transforms ICOBS into actionable business practices.
Ideal for insurers, MGAs, brokers, and compliance teams. Instantly downloadable and ready to integrate into your framework—saving time and demonstrating your firm is ‘Ready, Willing, and Organised’.
Length: 180+ Pages
Applies to: Firms engaging in Insurance business
This fully editable Word guide helps insurance firms meet FCA ICOBS requirements, aligned with Consumer Duty and wider regulatory expectations.
Structured by chapter and rule, it covers client categorisation, promotions, sales (advised/non-advised), demands and needs, disclosures, claims handling, renewals, and vulnerable customers. It also includes distance marketing, e-commerce, commission disclosure, and remuneration transparency.
Written in plain language with rule-by-rule breakdowns, practical examples, and regulatory references, it transforms ICOBS into actionable business practices.
Ideal for insurers, MGAs, brokers, and compliance teams. Instantly downloadable and ready to integrate into your framework—saving time and demonstrating your firm is ‘Ready, Willing, and Organised’.