ROUTES: IVASS TRAINING - IVASS UPDATE - OAM TRAINING - CONSOB
Ivass Thematic Area: LEGAL
AOAM thematic area: The regulations on the subject of insurance intermediation.
Consob Thematic Macro Area: CHARACTERISTICS OF FINANCIAL INSTRUMENTS
ESMA criteria point V.III: Letter K

OBJECTIVES

Il Insurance Brokerage course aims to provide an overview of insurance and reinsurance brokerage, analyzing operating regimes and conditions of access and exercise.

DURATION

3 hours

CONTENTS

MODULE 1 - Conditions of access and exercise to insurance business

• Access to insurance business
• Pursuit of insurance business
• Focus on companies with registered offices in Italy
• Focus on companies with registered office in another Member State
TESTS

 MODULE 2 - Operations of insurance companies

• Company operation
• Critical profiles related to the freedom to provide services
• Prudential checks
TESTS

 MODULE 3 - History of the insurance contract

• From antiquity to the Middle Ages
• Doctrinal elaboration
Insurance becomes modern
TESTS

 MODULE 4 - Reinsurance

• Basic reinsurance concepts
• Notes on the reinsurance contract
• The reinsurance treaty
TESTS

 

TECHNICAL REQUIREMENTS:

 

Acrobat Reader

PDF documents are exported for version 5 but are compatible with later versions of Acrobat Reader released up to the date of update of this file.

Browser

  • Internet Explorer 10
  • Internet Explorer 11
  • Mozilla Firefox
  • Google Chrome

JavaScript enabled

Pop-up blocker disabled

Minimum video resolution

The courses are optimized for a 1024 × 768 display on PCs and tablets of at least 7 inches.

Speakers or headphones (in case of multimedia products)

DATA TRACKING METHOD: SCORM 1.2

CERTIFICATION / CERTIFICATE

Final reports and certificate of use compliant with the provisions of the IVASS Regulation.

DEVELOPMENT TECHNOLOGY:

HTML5

PRODUCED BY:

PIAZZA COPERNICO

Content edited by: Finance & Legal

COURSE CODE:

I0005-16-01