The Model Office Blog

Really want to move your back office technology?

[fa icon="calendar'] Oct 8, 2018 2:22:03 PM / by Chris Davies posted in Financial regulation, Financial business development, Risk management, fintech, regtech, practice management, FCA, advice, HMT, suitability, FAWG, FAMR, MiFIDII, GDPR, Data, Chatbot, Culture, Enforcement, audit, Conduct, AI, Risk,, Accountability, Platforms, PROD, Product governance, Modeldrivenmachineexecutablerporting, digital,, Regulatory, Reporting, IDD, backoffice

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Open-heart surgery is something one would want to avoid where our own health is concerned. Yet in businesses we seem to be witnessing such when it comes to established firms moving their businesses between technology providers.

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Are you IDD ready?

[fa icon="calendar'] Sep 28, 2018 12:34:20 PM / by Chris Davies posted in Financial regulation, Financial business development, Risk management, fintech, regtech, practice management, FCA, advice, HMT, suitability, FAWG, FAMR, MiFIDII, GDPR, Data, Chatbot, Culture, Enforcement, supervision, audit, Conduct, AI, Risk,, Accountability, Platforms, PROD, Product governance, Modeldrivenmachineexecutablerporting, digital,, Regulatory, Reporting, IDD

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The Insurance Distribution Directive (IDD)concerns the distribution of insurance-based investment products (IBIPs). It also covers firms that assist in the administration and performance of an insurance contract post-sale. It aims to create a level playing field for all those involved in the sale of insurance products. 

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