ROUTES: IVASS TRAINING - IVASS UPDATE - OAM TRAINING - CONSOB
Ivass Thematic Area: LEGAL
Ivass area module: 3. Rules governing the distribution of insurance products
OAM thematic topic: The regulations on the subject of insurance intermediation.
Consob Thematic Macro Area: INFORMATION TO CUSTOMERS
ESMA criteria point V.III: Letter I.

OBJECTIVES

IDD brings with it a substantial revision of the pre-contractual documentation that accompanies the insurance offer. IVASS Regulation No. 41/2018 draws up the new construction rules for these documents, requiring a cognitive alignment of the subjects involved in the insurance distribution.

This course delves into these innovations and provides useful addresses to all those who must master the new forms of pre-contractual information.

DURATION

 1 30 hours and minutes

CONTENTS

MODULE 1 - Reference regulatory framework

• The "recipe" for a good insurance contract
• The IDD
• The POG
• The obligations of producers and distributors
• The Italian legislation
• Learning Stop

 

MODULE 2 - Pre-contractual information: drivers for a correct and healthy relationship with the customer

• The importance of informing the customer

 

MODULE 3 - Pre-contractual information: analysis of the documentation

• Pre-contractual documentation
• Learning Stop
• The sections of the KID
• Risk capacity and risk tolerance
• Risk and KID
• The other elements of the KID

 

MODULE 4 - The IDD Questionnaire

• The IDD questionnaire: the profile of the investor
• The perfect product-customer combination and personalized recommendation

 

MODULE 5 - DIP

• Pre-contractual information document
• The additional DIP
• Learning Stop
• The online information set and the electronic totem

 

MODULE 6 - Annexes 3 and 4 Regulation n. 41/2018

• For a more ethical and sustainable finance
• Alessandra's story ends

FINAL TEST

 

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: LYVE

Teacher: Valentina Pignataro

COURSE CODE:

 0006_18_04