Presentation - Society of Actuaries in Ireland
Presentation - Society of Actuaries in Ireland
Presentation - Society of Actuaries in Ireland
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Treat<strong>in</strong>g customers fairly• Consider how the guarantee operates <strong>in</strong> a range <strong>of</strong>scenarios and appropriateness <strong>of</strong> product• Information requirements for the distributor to allowthem to understand the product• Review products post sale – cont<strong>in</strong>u<strong>in</strong>g to meet needs.Should they notify customer if guarantee is well out <strong>of</strong>the money?• Careful consideration <strong>of</strong> any ability to review chargesand/or benefits