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Shop: Template Library ICOBS Handbook Guide
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ICOBS Handbook Guide

£100.00

Length: 180 Pages

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.

Add Template to Cart

Length: 180 Pages

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.

Length: 180 Pages

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.

Lighten the Load of FCA Compliance.

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