Baro Alto Training Services
Develop your knowledge of the rules governing insurance product distribution
- Product governance and monitoring;
- Customer protection;
- Duty to inform and advise (how to interpret a policy, etc.);
- Conflicts of interest management;
- Fees;
- Claims management and the mediation process.
Discover the other modules
Understanding the insurance distribution business and environment and how it can vary depending on the position you hold
Customer relations from A to Z
Setting up prevention and compliance measures
Adapting to organisational and technological changes
Developing a portfolio in compliance with applicable regulations
Property and liability insurance
Professional skills specific to certain methods of distribution
Develop your knowledge of the procedures imposed by the Autorité de Contrôle Prudentiel et de Résolution (French Prudential supervisory and dispute resolution authority) in terms of auditing and penalties or the internal control procedures implemented within a company
Develop an affinity portfolio in compliance with applicable regulations
Liability of corporate officers and entities