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Insurance Brokers and Mortgage Intermediaries
  • Compliant with Insurance Act 2000 and IFSRA Regulations
  • Easy to use and tailor
  • Full up-dating service
  • Written and maintained by insurance professionals

Our specialist assignment manual provides step by step procedures for the auditors of insurance brokers and mortagage intermediaries. Users of our system benefit from:

  • A fully comprehensive package - incorporating explanation of the regulatory requirements, engagement letters, example audit reports, etc

  • Master CD containing all the standard documentation you need, including flexible audit programmes, proforma financial statements and IFSRA approved documentation

  • Regular updating - no need to worry about new regulations. We do that for you. IFSRA expects to amend its Handbooks in the near future. IFSRA also envisages changes to the format of the Premium Handling Report and the unincorporated audit report. Mercia Ireland will monitor these changes, and will update the audit manual as required.

Costs
The pack costs €295 plus VAT. Updates will be covered by an annual fee of €95 plus VAT invoiced on 1 July in the year following purchase. To purchase the Insurance Brokers SAM click here.

Contact
If you would like to discuss anything in more detail please contact Brendan Howard on +353 (0)42 9323715 or by e-mail at brendan.howard@merciaireland.com