Two years after the introduction of self-regulation in the brokerage sector, the approved associations are now fully active. Some have strengthened their internal procedures, while others have lost their approval.

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For insurance intermediaries, the stakes are now very real:

• What about my financial guarantee? 
• What supporting documents do I need to produce?
• What are the sensitive points to anticipate?

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In the latest episode of "Le Droit de Savoir", Daisy Facchinetti, General Secretary of the Endya association, and Isabelle Monin Lafin, Founding Partner at Astrée Avocats, shed 100% operational light on two particularly closely watched obligations today:

• the financial guarantee with a fundamental clarification of its calculation method
• continuing education
  but also :
• the concrete role of approved associations,
• the way controls are carried out.

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Don't hesitate to contact Astrée if you'd like us to help you analyze or update your obligations.

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I would like to contact Marc Lafin

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The show is available here :