Training Session

Tuesday
Nov 26, 2019
9:00 AM

To

Tuesday
Nov 26, 2019
11:00 AM
Where ?
Arendt House
41A, Avenue John F. Kennedy
L-2082 Luxembourg-Kirchberg
Luxembourg

Objectives

Understanding the practical impacts of IDD when defining a distribution model for insurance products and when facing the client.

Content

  • Defining a distribution model: We will guide you through the regulatory framework to be taken into consideration when defining your distribution model with a particular focus on:
    • Product governance requirements (target market, product oversight and monitoring, etc.)
    • Remuneration requirements
    • Conflicts of interests
    • Who may be appointed as distributor:
      • Knowledge & competence requirements
      • Defining a European-wide distribution strategy (European passport, general good and other stricter rules applicable in other Member States)
  • Distributing insurance products to clients : We will help you understand the impact of IDD for the persons directly involved in client facing activities (or the setting-up of a website to be used) for the distribution of insurance and reinsurance products:
    • Needs analysis / Advice (including comparison website, etc.)
    • Information to be provided to the client
    • Specific rules applicable to the distribution of IBIPs

Question and answer session
A special focus will be placed on interaction with participants throughout the session and on question and answer sessions.

Speakers

Pierre-Michaël de Waersegger (Partner, Insurance & Reinsurance Law, Banking & Financial Services, Arendt & Medernach),
Anne-Sophie Daumont (Associate, Insurance & Reinsurance Law, Banking & Financial Services, Arendt & Medernach).

Target Group

Insurance and reinsurance undertakings as well as insurance distributors.

Duration

2 hours.

Language

English.

Price

€250

 

For any information, please contact us by e-mail institute@arendt.com

Related Content

Anne-Sophie Daumont
Associate

Pierre-Michaël de Waersegger
Partner

Banking & Financial Services
Insurance & Reinsurance Law

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