Business Protocols

Business Protocols Download JLT's Business Protocols (538Kb PDF)

 

Contents includes:

1.
Introduction and Scope
2.
Management and Service Standards
3.
Placing Services
4.
Duty of Disclosure
5.
Selection and Solvency of Insurers
6.
Confidentiality and Security Information
7.
Claims Services
8.
Maintenance of Records
9.
Conflict of Interest
10.
Remuneration and Other Income
11.
The Receiving and Holding of Client Money
12.
Payment to Third Parties
13.
Financial Crime
14.
Methods of Payment
15.
Communication by Email
16.
E-commerce
17.
Use of Dedicated Website/Email for Risk Presentation
18.
Complaints and Redress/Feedback
19.
Assignment and Subcontracting
20.
Terminating Our Appointment
21.
Terminology
22.
Further Information
   
A
Appendix 1: Code of Ethical Conduct

 

Business Protocols  Download JLT's Business Protocols (538Kb PDF)