The CBAA Model Wording Key Guidance – M5 Recording & Schedule Update

Thank you to all those who attended the deep dive for Module 5 (split into 2 parts) – recordings for both parts are now available on lmadare.co – 2024/2025. Due to the additional session required for M5 we have had to make a slight adjustment to the schedule and an additional session is added on 22^nd September and the Module focus for the next 2 sessions has shifted to allow us to continue in order (changes/additions indicated in red).

9th September (12.30 – 13.30)         M8 – Scope of (Claims) Authority *M6 – Remuneration*

15th September (13.00 – 14.00)      M9 – Scope of (Complaints) Authority *M8 – Scope of (Claims) Authority*

*22^nd September (14.00 – 15.00)*   *M9 – Scope of (Complaints) Authority*

24th September (12.30 – 13.30)      M10 – Reporting (Data)

1st October (12.00 – 13.00)                M11 – Management of Monies

6th October (14.00 – 15.00)               M12 – Termination, Automatic Suspension and Non-Renewal

8th October (12.00 – 13.00)               M13 – Data Protection Compliance & M14 – General T&Cs

13th October (13.00 – 14.00)             M4 – Operational Responsibilities (should be read last)

You only need to register with @Matthew Logue once, once registered you will be registered for all remaining sessions. Please hold the time of each session in your diary and the joining details will be sent via email 24hrs before the scheduled date/time.

Please be reminded that we strongly advise you read the Modules in order after attending the relevant session or watching a recording of it.

Note M4 will be the last deep dive and should be read at the end.

Module deep dive recordings can be found by clicking the ‘+’ icon next to the module title, currently available are:

Deep Dive M1 – Introduction and General Principles

Deep Dive M2 – Agreement Status

Deep Dive M3 – Amendments to this Agreement

Deep Dive M5 – Scope of (Underwriting) Authority Part 1 & Part 2

Please reach out if you have any questions.