White paper: Guidance on applying for corporate chartered status
The Chartered Insurance Institute's (CII) document, Guidance on applying for corporate chartered status, is a key publication for any broker thinking of pursuing the path to chartered status.
The contents detail the obligatory criteria that broking firms have to achieve, including the minimum number of a firm's board or highest management team holding the CII chartered insurance title.
It also sets out the duties of a Responsible Member in taking on the application process on behalf of a broking firm, as well as the number of customer-facing staff who must be members of the CII.
With bullet-point explanations on providing customers with access to a chartered insurance broker and the
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