Good practice
This page gives feedback on the good practice and areas for improvement we have found in our project work with insurance intermediaries.
Available resource on good practice
- Advised and non-advised sales – being clear about the service you provide to customers
- Appointed representatives - your responsibilities as principal (available in the General Information section)
- Client money
- Conflicts of interest [PDF]
- Goodwill: including it within capital resources [PDF]
- Optional extras [PDF]
- Payment protection insurance
- RMAR and client assets
Also available
Other sections of our website you may find useful.
- Financial Promotions
- Treating customers fairly
- 'Savings claims' in home, motor and travel insurance promotions
- 'Savings claims' in home and motor insurance promotions - April 2007 follow up review