COMPLIANCE ANd FSC POLICIES

• Welcome to the Genistar Team – Sent when IBA has final approval by the Business Integrity Team
• How to Get Your Genistar License – Sent on day 3 after IBA approval
• How to Introduce People to Genistar – Sent on day 5 after IBA approval
• Get Familiar with the Scripts – Sent on day 10 after IBA approval
• What to do Next – Sent when both 1st and 2nd appointment are completed
• Congratulations on your Representative Life Insurance Competency –
  Sent when life insurance competency achieved 
• How to Build Your Team – Sent if NO team members recruited in the first 30 days after IBA approved
• Completing Your First Sale – Sent 28 days after IBA approved (licensed but not done a sale yet)
• Completing a Financial Game Plan – Sent 18 days after IBA approved (licensed but not completed a client FGP yet)

Good Fact Find

Leadership Council Guidelines

Rules and Processes – Everything you need to know about Field Support Centre Procedures: Submissions, IBA, and so much more

Sharecode eVISA E-mail
eVisa’s | Compliance Update | Emily Gooday
Renewing Identification Process | Expiry Date
Identification Section | New IBA (No Expiry Date) Guide
Identification Section | New IBA (Expiry Date) Guide
Identification Renewal Process | Expiry Date

Compliance Bulletin 2024, Edition 1
Compliance Bulletin 2024, Edition 2
Compliance Bulletin 2024, Edition 3
Compliance Bulletin 2024, Edition 4
Compliance Bulletin July 2025

How to get your IBAs approved faster – Presentation
IBA Guidance – CCJ and Insolvency
IBA Guidance – Criminal Background

Vitality Hub – Start Date Section Update
PMI – Personalised Brochure (SODAN)

Life Claims and Benefits Report 2024

The Conflict Resolution Hub is here to provide a confidential space for you to report issues related to conflict, bullying, harassment, and other wrongdoing
within Genistar. View the details in this document.

Conflict Resolution