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Market Conduct Overview


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Course Description

  • CPD Accreditation detail: Insurance Institute of South Africa (IISA)
  • CPD hour allocation: 1.5 CPD (online video)
  • CPD registration number: EVT-20220122-0001
Content information:

The purpose of the session is to give an overview of the current Market Conduct framework. 

Intended audience:

The content will be beneficial to anybody working within the financial services industry. 

Presentation Topics:
  1. Background
  2. New legal framework
  3. Compliance Approach
  4. COFI
  5. PPR Rule
    1. TCF
    2. Product design
    3. Determining premium & excesses
    4. Signing of blank or uncompleted forms
    5. Advertising
    6. Disclosure
    7. Arrangements with intermediaries
    8. Data Management
    9. Ongoing review of product performance
    10. Periods of grace
    11. Record keeping
    12. Claims management
    13. Complaints management
    14. Termination of policies
Outcome:

The outcome is for the viewer to have an overview of the current market conduct framework.  It will ensure a broad understanding of the purpose, intent, and responsibility to any financial service provider operating in the industry.