The IPID and related Disclosure Documentation

Intake Opening Soon 5:00 - 7:00pm Online

 

Description

This course will outline the main contents of the Insurance Product Information Document and other related disclosure documentation and information requirements which insurance distributors are, under applicable Maltese Law and Regulations, subject to.

 

Course Topics

Introduction
Legal Framework applicable to Insurance Distributors
Disclosure Requirements:
– IPID
–  Additional requirements to IBIPs
– KID
– Cross-Selling
General policyholder disclosure requirements
Advertisements & other promotional material requirements
Activities through the internet
Execution of Clients’ Orders

 

Learning Objectives

More familiar with main disclosure requirements.

 

Target Audience

Junior compliance personnel of insurance distributors.

 

Assessment Questions and Answers

In line with MFSA requirements, a short multiple-choice assessment will be provided by the trainer towards the end of the session. A Certificate of Attendance will be awarded to all students who attend the CPD (duration will be included on certificate). A Certificate of Achievement will be awarded to those who sit for the assessment and are successful (pass mark 60%).

Trainers

Kyra Sammut, LL.B, Dip. Not., LL.D., LL.M Law & Economics

Kyra is an associate at Camilleri Preziosi Advocates, admitted to the bar in Malta in 2018, with a demonstrated interest in Corporate Law, Financial Regulation and Anti­Financial Crime. She is a qualified graduate, holding a Doctor of Laws degree from the University of Malta, and an LLM degree in law and Economics from Utrecht University. Kyra has also successfully obtained a certificate in Anti-Money Laundering and Counter Financing of Terrorism, issued by A CAMS, and currently forms part of the Anti-Financial Crime Department and the Insurance Regulatory Department at Camilleri Preziosi Advocates.

 

 

Louise Firman

Louisa is an associate at Camilleri Preziosi Advocates. Her principal areas of activity involve capital markets, corporate and M&A work, as well as ESG and sustainable finance.

 

 

I'm interested in this course

If you are interested to join this course when the intake is open please fill in the form below.

Why Choose Us

MITC is made up of a close-knit team with a real passion for learning and insurance, who believe in the continuous development and empowerment of individuals through learning. We understand all of the nuances and challenges that come with insurance training and, that is why we’re here to help you get your training right.

Our courses are developed following in-depth research and consultation on the subject matter and the related market, thus ensuring participant needs are met. All our trainers are experts in their field and actively contribute towards the continuous development of the courses which they deliver.

Our training services are accredited by the Malta Further and Higher Education Authority (MFHEA) and the European Qualifications Framework platforms. MITC’s homegrown insurance programmes are recognised by the renowned Chartered Insurance Institute, UK.

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