Staff Training Presentations

 

A range of dCL prepared Microsoft Powerpoint and .pdf presentations to assist firms in staff training on a number of compliance and precedurally-related issues

Key Points of the rules relating to the handling of Vulnerable Customers
The key points of the rules relating to Premium Finance from January 2022
The key points of the FCA Pricing Rules from January 2022
he key points of the PROD Rules from January 2022
A guide to the application of the COCON rules to insurance staff from 31/03/2021
Jim Dart hosts a webinar on the application of the COCON rules to insurance staff from 31/03/2021
Jim Dart hosts a webinar on the principles and procedures of identifying and dealing with complaints. (13:53)
A guide to the implementation of a 'speak up, listen up' policy.
A guide to using and implementing our document templates
Powerpoint presentation from FCA DP20/1 March 2020
Presentation Updated Jan 21
Powerpoint Presentation Sept 17
UPDATED JAN 21 Powerpoint Presentation April 2019