Center of Excellence in Finance
Learning and Regional Cooperation in South East Europe
Event

Insurance Intermediaries

Nov 56, 2014
Ljubljana, Slovenia Register
Contacts:
  • Coordinator, Events
    Ivana Gašparac
    ivana.gasparac@cef-see.org

About this round table

The Center of Excellence in Finance (CEF) and the Insurance Supervision Agency of Slovenia (ISA) will organize a round table discussion: Insurance Intermediaries, from November 05-06, 2014, at the premises of CEF, Cankarjeva 18, Ljubljana, Slovenia.

Your contributions

Intermediaries play a key role in the insurance process: for clients, intermediaries identify the risks clients face, ensure that clients take informed decisions about the risks they wish to insure, design new and innovative solutions, reduce the clients’ search costs, put their knowledge at the service of the clients and assist their clients with claims-related services; for insurers, on the other hand, intermediaries facilitate entry into the market by new insurance companies and assist insurers with claims-related services and policy administration services.

Topics

  • mis-selling in insurance intermediation;
  • alignment with other sectors’ regulations (Package Retail Investment Products project– PRIPS, the Directive on Markets and Financial Instruments – MiFID2);
  • transparency as regards the information requirements, disclosure of data of persons selling the insurance products, remuneration;
  • mutual recognition concerning professional qualifications;
  • good reputation, etc.

Who should attend

The round table discussion has been designed for the highest level of representatives of ministries of finance, insurance supervisory authorities, insurance undertakings and insurance intermediaries of West Balkan countries, including Turkey and Moldavia. By sharing your views and experiences on the insurance intermediation business in your country and the challenges you are facing in this area, the round table discussion will result in a constructive exchange of views and knowledge. We would highly appreciate your presence and your contributions.

Other

The discussion will be held in English with no translation available.

Participants are responsible for travel arrangements, accommodation and per diem. The Center of Excellence in Finance and the Insurance Supervision Agency of Slovenia will provide dinner, coffee and refreshments.

Contacts:
  • Coordinator, Events
    Ivana Gašparac
    ivana.gasparac@cef-see.org
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