FAA-N19: Notice on Distribution of Direct Purchase Insurance (DPI) Products (E-Learning)

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ID:
FACPD_FAAN19
CREDIT:
10

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FA-CPD COURSES

This course explains the scope of application of the Notice, implementation of safeguards, certain requirements of every representative or customer service officer who distributes a DPI on the financial adviser’s behalf to a client, certain requirements where a financial adviser distributes DPI by way of an online direct channel. The course will also discuss areas regarding provision of product information, implementation of internal policies and processes and general standards in all product information disclosures and information provided to clients in relation to a DPI.

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