Template:CASS Section 5 TOC: Difference between revisions
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Amwelladmin (talk | contribs) (Created page with "===={{cassprov|5.0}} {{cassprov|Client money: insurance mediation activity}}==== ''{{cassprov|5.1}} {{cassprov|Application}}'' <br> ''{{cassprov|5.2}} {{cassprov|Holding money...") |
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===={{cassprov|5 | ===={{cassprov|5}} - {{cassprov|Client money: insurance mediation activity}}==== | ||
''{{cassprov|5.1}} {{ | ''{{cassprov|5.1}} {{p|cass|Application (Insurance Mediation)|Application}}'' <br> | ||
''{{cassprov|5.2}} {{cassprov|Holding money as agent of insurance undertaking}}'' <br> | ''{{cassprov|5.2}} {{cassprov|Holding money as agent of insurance undertaking}}'' <br> | ||
''{{cassprov|5.3}} {{cassprov|Statutory trust}}'' <br> | ''{{cassprov|5.3}} {{cassprov|Statutory trust}}'' <br> | ||
Latest revision as of 11:36, 20 November 2012
5 - Client money: insurance mediation activity
5.1 Application
5.2 Holding money as agent of insurance undertaking
5.3 Statutory trust
5.4 Non-statutory client money trust
5.5 Segregation and the operation of client money accounts
5.6 Client money distribution
5.7 Mandates
5.8 Safe keeping of client's documents and other assets
5 - Annex 1 Segregation of designated investments: permitted investments, general principles and conditions