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EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Banking & Financial Services

Bancassurance and Insurance Distribution

Duration
3 Days
Delivery
In-house, public or online
From
R13,000 per delegate
Certificate
On completion
Course overview

Selling insurance through a bank puts advice duties onto staff whose training is in banking. This course covers distributing insurance products properly and meeting the conduct obligations that attach.

What you will be able to do
  • Explain the main insurance products sold through banks
  • Assess customer needs before recommending cover
  • Meet advice and suitability obligations
  • Disclose commission, exclusions and limitations
  • Handle claims support and customer expectations
  • Manage conduct risk in insurance distribution
Who should attend
  • Bank staff selling insurance products
  • Bancassurance managers
  • Compliance officers covering distribution
  • Branch and relationship staff
Course outline
01
Insurance distributed through banking channels
02
The main products and what each actually covers
03
Needs assessment before recommendation
04
Advice, suitability and the duties that attach
05
Disclosure: commission, exclusions and limitations
06
Claims support and managing customer expectations
07
Conduct risk, mis selling and its consequences
Upcoming public sessions
DatesVenueDurationFee per delegate
27 to 29 Oct 2026London3 DaysUS$1,500
23 to 25 Nov 2026Dubai3 DaysUS$1,500
11 to 13 Jan 2027Pretoria3 DaysR13,000
1 to 3 Feb 2027Cape Town3 DaysR13,000
5 to 7 Apr 2027Johannesburg3 DaysR13,000
14 to 16 Jun 2027London3 DaysUS$1,500
Fees exclude VAT. This course can also be delivered in-house at your premises on dates that suit your team, or live online.
To book or ask for an in-house quote

Reply to the email this brochure came with, call +27 81 041 7673, or visit eubiz.co.za and open this course.

EasyUphill Training & ConsultingTailored training that moves teams forward.
+27 81 041 7673  ·  training@eubiz.co.za
68 Sunstone Street, Germiston, 1401  ·  eubiz.co.za