Firms which are licensed under the Institute and Faculty of Actuaries (IFoA) as designated professional body must comply with the rules set out in the Handbook. The Handbook covers:
- DPB Firms: Regulated Activities
- DPB Firms: Conduct of Business Code
- Rules governing Licensed Authorised Professional Firms
- Complaints and Disciplinary Process
- Licence Terms and Conditions
- Interpretation and Definitions
- Non Regulated Activities
- List of Prohibited Activities
- Permitted Regulated Activities Flowchart
- Suggested Paragraph for an Engagement Letter and Specimen Letterhead
- Qualification Lists.
Read the latest version of the DPB Handbook.This version came in to force on 15 September 2020. From time to time, this handbook will change to reflect new or amended regulation. It was amended in 2018 to incorporate the EU Insurance Distribution Directive. Minor amendments were made in 2020. A version of the Handbook showing these changes is also available. Should you require any previous versions of the Handbook please contact the DPB Manager.
For more details, or to make an application or enquiry, please email or write to the DPB Manager
DPB Manager, Institute and Faculty of Actuaries, Level 2 Exchange Crescent, 7 Conference Square, Edinburgh, EH3 8RA
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Louise Pryor, IFoA President, will chair this free-to-view session, in which Alex Darsley, TPR, Actuarial Regulatory Policy, will be discussing the regulator’s Climate Change Guidance Consultation, which is seeking views on new guidance designed to help trustees meet tougher standards of governance in relation to climate change ri
This session will examine the megatrends and themes driving the Future of Work across the Financial Services industry, and how Covid-19 has accelerated new future work priorities with a particular focus on hybrid work and leadership mindset and capabilities.
Internal audit is often the Cinderella of the audit world. It’s a regulatory requirement for insurance companies to have an internal audit function, so why not make it as useful as possible? This session will look at how to link an internal audit plan to the risk register, and how that helps audit committees and boards to spot problems and fix them.
Climate change is one of the greatest risks facing our world today. Addressing it will require multi-faceted solutions. Through this panel session, we will explore the different levers that can be used to meet net-zero targets including climate science and data, government engagement, and mobilising green finance.