The sample activity: SAMPLE / SYNTHETIC — IDD Quarterly Compliance Webinar. Select the learning outcomes and guided answers that fit the activity, then review the reflection. Download a sample Evidence Pack — every page is marked SAMPLE. View sample cycle to see a labelled year / portfolio from the same sandbox webinar plus additional synthetic records.
• IDD quarterly update — demands & needs documentation must flow through to suitability letters, not just restate objectives • Conflicts of interest registers need annual review minimum — check referral arrangements, panel relationships, commission structures • IPID must be provided before customer bound by contract — applies to non-advised protection (term life, IP) • Trail commission disclosure under IDD remuneration rules — ongoing requirements for existing book • Product governance — distributors must assess target market even when not manufacturing