ROUTES: IVASS TRAINING - IVASS UPDATE - OAM TRAINING - CONSOB
Ivass Thematic Area: LEGAL
Ivass area module: 8. Rules on consumer protection and protection and the Consumer Code
OAM thematic topic: Current legislation on consumer protection.
Consob Thematic Macro Area: RULES AND BEHAVIORS
Cconsider ESMA point V.III: Letter H.

OBJECTIVES

The course aims to provide a regulatory framework on consumer protection, analyzing the provisions relating to advertising and the adequacy of the contract

DURATION

4 hours

CONTENTS

MODULE 1 - Measures to protect customers in credit insurance

• Criticality in the offer of policies combined with loans
• Indications for businesses and intermediaries
TESTS 

MODULE 2 - Consumer protection

• Consumer protection legislation in the insurance sector
• Communication and advertising of insurance products
TESTS

MODULE 3 - Customer management

• The relationship with the customer
• Tasks and responsibilities of insurance operators
TESTS

MODULE 4 - Guidelines for assessing the adequacy of life policies

• The information to be acquired
• Expectations in relation to the contract
• Proposal of questionnaire and some guidelines
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 and OAM circulars.

DEVELOPMENT TECHNOLOGY:

HTML5

PRODUCED BY:

PIAZZA COPERNICO

Content edited by: Finance & Legal

Teacher: Maurizio Baiguini

COURSE CODE:

0005_16_03