Robert Surridge, Senior Counsel, Aviva UK LifeNoleen John, Consultant, Norton Rose Fulbright LLPBrian Murphy, Financial Planning Manager, AXA Wealth

• Chapter 1 The contract of life assurance Chapter 2 Insurance law issues Chapter 3 FSMA and the life office Chapter 4 Intermediation and distribution of life insurance products Chapter 5 Financial promotion and product disclosure Chapter 6 With-profits funds Chapter 7 Prudential regulation Chapter 8 Life reassurance Chapter 9 Claims and title to life policies Chapter 10 Assignments and Mortgages Chapter 11 Trusts and life assurance Chapter 12 Insolvency and MWPA trusts Chapter 13 The framework for pension scheme products sold by life offices Chapter 14 Income tax, capital gains tax, inheritance tax and the use of life policies in inheritance tax planning Appendix 1 Life Assurance Act 1774 Appendix 2 The Policies of Assurance Act 1867 Appendix 3 Statement of long-term insurance practice Appendix 4 Specimen Power of appointment Appendix 5 Statutory declaration Appendix 6 Deed of Indemnity Appendix 7 Payment into Court by Life Assurance Company (Ord 92, r 1) Appendix 8 Deed of Assignment Appendix 9 Notice of Assignment Appendix 10 ‘Double Option’ Agreement

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Robert Surridge, Senior Counsel, Aviva UK LifeNoleen John, Consultant, Norton Rose Fulbright LLPBrian Murphy, Financial Planning Manager, AXA Wealth

• Chapter 1 The contract of life assurance Chapter 2 Insurance law issues Chapter 3 FSMA and the life office Chapter 4 Intermediation and distribution of life insurance products Chapter 5 Financial promotion and product disclosure Chapter 6 With-profits funds Chapter 7 Prudential regulation Chapter 8 Life reassurance Chapter 9 Claims and title to life policies Chapter 10 Assignments and Mortgages Chapter 11 Trusts and life assurance Chapter 12 Insolvency and MWPA trusts Chapter 13 The framework for pension scheme products sold by life offices Chapter 14 Income tax, capital gains tax, inheritance tax and the use of life policies in inheritance tax planning Appendix 1 Life Assurance Act 1774 Appendix 2 The Policies of Assurance Act 1867 Appendix 3 Statement of long-term insurance practice Appendix 4 Specimen Power of appointment Appendix 5 Statutory declaration Appendix 6 Deed of Indemnity Appendix 7 Payment into Court by Life Assurance Company (Ord 92, r 1) Appendix 8 Deed of Assignment Appendix 9 Notice of Assignment Appendix 10 ‘Double Option’ Agreement

Select Guide Rating

Robert Surridge, Senior Counsel, Aviva UK LifeNoleen John, Consultant, Norton Rose Fulbright LLPBrian Murphy, Financial Planning Manager, AXA Wealth

• Chapter 1 The contract of life assurance Chapter 2 Insurance law issues Chapter 3 FSMA and the life office Chapter 4 Intermediation and distribution of life insurance products Chapter 5 Financial promotion and product disclosure Chapter 6 With-profits funds Chapter 7 Prudential regulation Chapter 8 Life reassurance Chapter 9 Claims and title to life policies Chapter 10 Assignments and Mortgages Chapter 11 Trusts and life assurance Chapter 12 Insolvency and MWPA trusts Chapter 13 The framework for pension scheme products sold by life offices Chapter 14 Income tax, capital gains tax, inheritance tax and the use of life policies in inheritance tax planning Appendix 1 Life Assurance Act 1774 Appendix 2 The Policies of Assurance Act 1867 Appendix 3 Statement of long-term insurance practice Appendix 4 Specimen Power of appointment Appendix 5 Statutory declaration Appendix 6 Deed of Indemnity Appendix 7 Payment into Court by Life Assurance Company (Ord 92, r 1) Appendix 8 Deed of Assignment Appendix 9 Notice of Assignment Appendix 10 ‘Double Option’ Agreement

Select Guide Rating