R01 - Glossary Check...

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Glossary Check...

Khớp văn bản (nhấp và kéo)   

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Khớp văn bản

Guidance notes

HM Revenue and Customs (HMRC)

Industrial life branch

Insistent client

Insurance Mediation Directive (IMD)

Nhấp và kéo

The EU Directive establishing a common standard for the non-investment insurance market.

Circulars, issued by centralised bodies such as HM Revenue and Customs (HMRC), the Pensions Regulator or the Institute of Actuaries, to members and interested parties, amplifying or explaining matters which may not be immediately clear.

Established to collect and administer direct and indirect taxes, and pay and administer benefits and tax credits.

Premiums collected frequently from the home. May include some ‘ordinary branch’ business.

A client who insists on having a transaction arranged, despite this being contrary to the firm’s advice.


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