We deliver tailored general insurance compliance training covering the key regulatory and Code requirements that drive conduct and operational risk. Training can be facilitated, built as in-house modules, or blended, and is designed to be practical and aligned to your services, products and workflows.
Covers training requirements for Financial services laws, GI Code of Practice, Insurance Brokers Code of Practice, and Responsible Manager topics .
Modules are corporate-branded and tailored to your operations and products/services, using business case studies. Delivery options include facilitated group sessions, development of in-house modules, or blended approaches
Corporate-branded modules tailored to your operations and the products and services you provide. We can include any General insurance regulatory or Code topic that you require.
Real scenarios from your world, designed for engagement rather than tick-box slideshows.
AFS licence obligations, financial services laws, the GI and Brokers Codes of Practice, and more.
Our education and training services are suitable for any firm operating within the general insurance sector and is a casual classroom setting of engaged professional people, including:
We identify your required audiences, and key themes and messages and delivery requirements.
We develop corporate-branded content aligned to products/services and case studies.
We run facilitated sessions and/or deploy in-house modules/blended delivery.
Simon O’Dell – Managing Director at Insurtech Gateway Australia
There are few people who have the gift to break down highly complex and technical domains into digestible, captivating and delightful information for the pupil. Paul Muir is to insurtech founders, what Carl Sagen is to astronomers and Michio Kaku is to aspiring physicists.
David Porteous – Group MD, Market Lane
Hands down, the best insurance compliance specialists in the business.
Kurt Nilsen – Managing Director at Lion Underwriting
Lion Underwriting has had the pleasure of engaging with Paul on numerous projects. His wealth of knowledge has assisted us immensely with meeting various compliance obligations.
The timeframe can vary depending on the complexity of your application, the authorisations required, the quality of your supporting information, and ASIC’s review process. ASIC has reported that many new AFS licence and variation applications are decided within 150 days, but some applications may take longer if further information is required.
An AFS licence application generally requires information about your business, the financial services and products you intend to provide, your responsible managers, compliance arrangements, systems, people and resources. ASIC also assesses whether the applicant can meet its general obligations, including organisational competence.
Yes. We can assist with AFS licence variations where your business needs to add or change authorisations, financial services, products, or responsible managers. ASIC requires licence variations to be submitted through the ASIC Regulatory Portal.
One of our focus is the general insurance sector. We also work with insurers, underwriting agencies, brokers, claim managers, TPAs, claimant intermediaries and related financial services businesses that need practical licensing and compliance support.
Training your people will remember, built for the way you do business.
