BCP · BANKINGCOMPL

Other Financial Services By Banks

Chapter notes, video classes, MCQ practice tests and quick-revision one-liners for Banking Compliance Professional — Banking Compliance Professional.

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Q

What is the primary regulatory framework governing insurance distribution by banks in India?

A

The Insurance Regulatory and Development Authority of India (IRDAI) regulates bancassurance, and banks must obtain a corporate agency license from IRDAI to distribute insurance products.

Q

What is a custodial service offered by banks?

A

Safekeeping and administration of securities on behalf of clients.

Q

What is bancassurance?

A

Bancassurance is the distribution of insurance products through bank channels, where banks act as corporate agents for insurance companies to cross-sell life and non-life insurance to their customers.

Q

Which regulator governs the depository participant (DP) activities of banks in India?

A

SEBI regulates depository participant activities of banks.

Q

How many insurance companies can a bank tie up with under the current IRDAI guidelines?

A

Under the 'open architecture' model, a bank can tie up with a maximum of three life insurers, three non-life insurers, and three standalone health insurers.

Q

What is a bank guarantee and under what RBI guidelines is it issued?

A

Contingent liability instrument issued under RBI's non-fund-based credit guidelines.

Q

What is the meaning of 'mutual fund' distribution by banks?

A

Banks distribute mutual fund units as agents/distributors of asset management companies (AMCs) and must be registered with AMFI (Association of Mutual Funds in India) as ARN holders.

Q

What is the role of a bank acting as a trustee?

A

Managing assets or funds on behalf of beneficiaries under a trust deed.

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