AXA Terms of Business Document

Dear Member,

I am pleased to introduce our revised AXA Terms of Business document, which has been updated to reflect recent regulatory developments, industry best practice, and the evolving needs of Broker businesses.

Terms of Business are a fundamental element of the client relationship, helping to clearly outline the services you provide, the basis on which you act, and the information your clients need to make informed decisions. As regulatory requirements continue to develop, it is important that these documents remain accurate, transparent and up to date. The importance of Terms of Business as a compliance requirement is also highlighted in our compliance resources and guidance.

This revised version has been designed as a practical template for members and should be tailored to reflect the specific activities, services and authorisations of your business. We encourage all members to review their existing Terms of Business and ensure they remain appropriate for their brokerage and client base.

Supporting members with practical compliance tools and guidance remains a core priority for Brokers Ireland. We hope this updated resource assists you in meeting your regulatory obligations while continuing to deliver excellent outcomes for your clients.

If you require any further information on this, please don’t hesitate to contact me.

Kind Regards,

Bernadeta O’Toole
Head of Insurance Services
Brokers Ireland