Applies to: Insurers, Insurance Brokers
ICOBS Handbook Guide
This editable Word guide helps insurance firms implement FCA’s ICOBS rules (ICOBS 1–8), translating complex regulation into practical compliance steps.
Structured to mirror the FCA Handbook, it covers financial promotions, advised/non-advised sales, disclosures, demands and needs, claims, renewals, vulnerable customers, distance marketing, and group/white-labelled products.
Each chapter provides plain-English explanations, rule references, checklists, and examples—ideal for embedding ICOBS into daily operations, training, and oversight.
This includes guidance aligned with consumer duty on fair value, consumer understanding, and after-sales care. It also supports FCA applications, reviews, and closing compliance gaps.
Perfect for insurers, MGAs, brokers, and compliance professionals, it is instantly downloadable and fully editable, saving time and enhancing regulatory readiness.
Applies to: Insurers, Insurance Brokers
ICOBS Handbook Guide
This editable Word guide helps insurance firms implement FCA’s ICOBS rules (ICOBS 1–8), translating complex regulation into practical compliance steps.
Structured to mirror the FCA Handbook, it covers financial promotions, advised/non-advised sales, disclosures, demands and needs, claims, renewals, vulnerable customers, distance marketing, and group/white-labelled products.
Each chapter provides plain-English explanations, rule references, checklists, and examples—ideal for embedding ICOBS into daily operations, training, and oversight.
This includes guidance aligned with consumer duty on fair value, consumer understanding, and after-sales care. It also supports FCA applications, reviews, and closing compliance gaps.
Perfect for insurers, MGAs, brokers, and compliance professionals, it is instantly downloadable and fully editable, saving time and enhancing regulatory readiness.
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