COMPLIANCE ANd FSC POLICIES
This is where you’ll find important information about the policies that govern the conduct of our representatives and the running of our company.
Genistar Compliance Policies
Anti-Bribery and Corruption 
Anti-Money Laundering
Clear Desk
Client Transfer Rules
Code of Conduct and Ethics
Communications Policy
Complaint Handling Procedure Policy
Conflict of Interest
Data Breach Notification Policy
Data Protection Policy
Gifts and Hospitality
Internal Complaint Handling Procedure Policy
Policy on Your Rights in Relation to Your Data
Refunds
Social Media Policy
Subject Access Request
Treating Customers Fairly
Training and Competence Scheme
Vulnerable Persons Policy
Whistleblowing Policy
How to Access Spectra
Project Nurture Emails
- 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)
Share codes
Generating Share Codes 
Share Code Notifications
Claims-Non-Disclosure
Sharecode Upload Process for a New IBA
Sharecode Upload Process for an Existing IBA
How To Generate a Share Code
Renewing Identification Process | Expiry Date
Identification Renewal Process | Expiry Date
Identification Section | New IBA Expiry Date Guide
Identification Section | New IBA No Expiry Date Guide
FSC Policies
Compliance Bulletins
Compliance Bulletin 2024, Edition 1
Compliance Bulletin 2024, Edition 2
Compliance Bulletin 2024, Edition 3
IBA Guidance
How to get your IBAs approved faster – Presentation
IBA Guidance – CCJ and Insolvency
IBA Guidance – Criminal Background
Vitality Hub Guidance
Vitality Hub – Start Date Section Update
Moneyfarm Guidance
Reports
Life Claims and Benefits Report 2024
Conflict Resolution Hub
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.