Formation - Insurance Sector - Framework Overview

Combien de temps dure la formation ?

4,00 heure(s)

Dans quelle(s) langue(s) la formation est-elle donnée ?

Quand a lieu la prochaine session ?

Qui organise cette formation ?

Fondation créée en 2015 par la Chambre de Commerce et l’Association des Banques et Banquiers Luxembourg (ABBL), la House of Training est un organisme agréé de formation professionnelle continue qui s'engage à contribuer activement à la compétitivité et à l'attractivité du Luxembourg en développant les compétences de ceux qui font vivre son économie.

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Quels sont les objectifs poursuivis ou les compétences visées ?

At the end of this training, the participants will have a holistic knowledge of the insurance sector, including the main stakeholders and the applicable regulatory frameworks. The course shall provide a detailed information about the rules governing insurance business, the tasks, and obligations of insurance agents as well as the behavioursand conduct towards customers:

Understand the organisation of the distribution of insurance products
Identify the role of insurance intermediaries
Know the conditions of access, exercise and control that prevail in insurance intermediation
Understand the requirements stemming from the insurance distribution directive and any other relevant regulatory requirements

Quel est le contenu de la formation ?

Insurance sector
- Overview of the sector
- Insurance companies
- Insurance agreement (premium, risks, service)
- Insurance products
Insurance distribution
- Regulatory framework
- Conditions to carry-out the intermediation activities
- Intermediaries’ liabilities
- Freedom to provide services and freedom of establishment
- Regulated distribution channels
Customer relationship
- Regulatory framework
- MiFID II and PRIIPS
- Information to clients
- Advised, non-advised sales, cross selling
- Conflicts of interest management and inducements
Financial crime and Sanctions
- Fight against financial crime
- Role of the intermediary: Customer Due Diligence
- Screening: PEP, Sanctions and Adverse information
- Complying with the sanction regime
Professional secrecy and data protection
Professional secrecy
GDPR

Quelles informations supplémentaires sont utiles à savoir ?

You will gain a broad understanding of the insurance sector within the EU and Luxembourg, with the aim of giving you a high-level overview of the duties and responsibilities of an insurance agent.