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Professional Development

Demystifying the notice of replacement

Chambre de la sécurité financière

Over the past five years, the most common complaint in requests for investigations has been a representative’s failure to comply with the procedure to replace an insurance contract. 

With the help of concrete examples, find out which situations call for a replacement notice.

This training activity is specifically for representatives in...

  • Insurance of persons

Features of this online training activity

  • Documentation and quiz with feedback
  • Examples of situations
  • Tools to support you in your practice (aslo available on InfoDéonto)
  • Multiple choice questionnaire (passing grade: 60%)
  • Prerequisite: none

You might also like: 

  • ProAdvice (52602-52608) - Mandatory course 2019-2023
  • L'encadrement professionnel du conseiller en sécurité financière (24735)  (available in french only)
  • Being compliant: a reality through three representatives (18653)
  • Cas vécus et déontologie en assurance de personnes (14465) (available in french )
  • Life insurance needs analysis (27273)
IQPF information