Cms license

Yes, the source is not compiled or encrypted and some the platform source code is publicly available, however, October CMS is not free software. To run an October CMS installation for any reason other than evaluation, you need a license. If the license is not renewed, you only lose access to the Update Gateway.

The website, including any customisations, can continue to be used forever. A Website can be hosted on different domains as long as it has the appearance of the same website.

For example, the same organization name and branding. You are permitted to use the same Project License for the live, development and test environments of a website, e. Multiple development environments representing the same website can use the same license.

You get access to the Marketplace ecosystem and community forum. While having a life license is not required to sell Medicare products, it is a good idea to have this license under your belt to provide your client with other insurance product needs down the road.

All you need to do is use a health insurance license vendor and follow the specific details for your resident state. Doing this changes how you prioritize your study behavior and will get you one step closer to starting a career selling Medicare. Recommended Health Insurance License Vendor: We exclusively use WebCE for insurance exam prep and you can sign up for your exam study course or purchase your study materials here.

It is important to understand that selling certain Medicare products requires special certification as determined by the Center for Medicare and Medicaid Services CMS. CMS regulates Medicare plans, the insurance companies, agents, and agencies who sell them. For example, if you take your certification exam in late June or July , you are likely being certified to sell the product to eligible seniors during the annual enrollment period.

Using the Redbird discount has no impact on any of your licensing, alignment, or getting started with a wholesaler. It is an open discount that anyone can use, so feel free to share it. FMO is an acronym for Field Marketing Organization which is a company approved to distribute health insurance plans on behalf of various insurance companies. An FMO will help you get appointed to sell with multiple insurance companies.

Simply taking the biggest commissions is a grave mistake. Be patient, talk to numerous FMOs and go with the one that your gut tells you is the right work environment for you. This can be purchased though most property and casualty agencies as well as many insurance associations. If you have not done so already, you are required to file your licensure application packet within 30 days of employment. For some core subject areas, the test will be required before you are eligible for a position.

Verification of Experience Processing fee made payable to North Carolina Department of Public Instruction It is critical that you complete your licensure requirements as early as possible. Licensure application packets can be downloaded from the State Department web site at www. Box Charlotte, NC Phone: The Charlotte-Mecklenburg Schools website www. Her main areas of practice are in internal audit.

Sharica through her exposure to internal audits on the business activities of fund management companies and crowd funding platforms is well versed with the functions of customer onboarding, enterprise wide risk management and transactions monitoring. She is a strong addition to the team and is responsible the field work in internal audits. She contributes through the audit planning and identifies the key areas of controls that need to be benchmarked.

Through her previous related work experiences in customer servicing, Sharica is a proficient accounts manager who constantly strives to meet the satisfaction of her clients.

In her outsourced compliance functions, she is responsible for performing customer due diligence screenings and customer profile monitoring. Rolf Haudenschild is the co-founder of Ingenia. In addition to managing Ingenia, Rolf supports financial institutions in wealth management, fund management, and fintech in obtaining their licence, assists in challenging compliance tasks and supervises internal audits.

Rolf is recognised for his expertise and practical support in compliance with regulatory requirements under the Securities and Futures Act, the Financial Advisers Act and the Payments Services Act. Drawing on his experience in legal and compliance with leading global and Asian private banks and a regulator, Rolf is keenly aware of regulatory risks and provides robust regulatory solutions.

Rolf has extensive experience in regulatory compliance. He has assisted external asset managers, fund managers and payment service providers in their licensing. Rolf is a regular speaker on regulatory topics, in the Hubbis Compliance in Asian Wealth Management Forum, with the Association of Independent Asset Managers and has provided trainings in compliance for financial institutions, at the Singapore Politech, the University of Applied Sciences in Business Administration Zurich and the University of Liechtenstein as well as on regtech with the Singapore FinTech Association.

Cheryl Hay is an associate in Ingenia Consultants. Her key areas of practice include regulatory compliance for fund management, financial advisory and payment services. Cheryl regularly assist in providing regulatory compliance advices to various organisations in the financial space, which particularly includes Securities and Futures Act, Financial Advisers Act, Payment Services and related requirements and guidelines issued by the Monetary Authority of Singapore.

Through advising regulatory aspects of securities regulations and other related regulatory and compliance matters, Cheryl has assisted in licensing and due diligence requirements for fund managers, by establishing and remediating of its risk management controls.

In conjunction to regulatory compliance advisory, Cheryl is actively involved in conducting internal audit for financial institutions and engaging appropriate remediations of identified issues through follow- up to ensure the company meets its financial, operational and compliance objectives.

You can contact and reach Cheryl at: mailto:cheryl. Jonathan Cheong is an ad locum Consultant with Ingenia Consultants. His key areas of practices in regulatory compliance include risk management, securities laws, fund management, financial advisory, payment services, money lending and corporate governance.

Jonathan has extensive experience in compliance issues and regularly provides regulatory advice to various multi-family offices, external asset managers and securities brokers. Through his work he was actively responsible for the successful licensing of fund managers and securities dealers.

He advises financial services clients and is an expert on regulatory compliance, particularly on regulations in the financial industry such as the Securities and Futures Act, Financial Advisers Act, Moneylenders Act, related requirements, regulatory notices, and guidelines issued by the Monetary Authority of Singapore.

Jonathan is general counsel to a registered fund management company and a leading global digital currency exchange. Jonathan is also a family office trustee for a Hong Kong family office. Through his interactions with the high net worth individuals and financial industry clients, he has structured funds, financial products and built a reputation for engineering business solutions for financial businesses.

You can contact and reach Jonathan at : jonathan. Justin has 34 years of experience in investing across wide range of assets, initially broking Asia from London, followed by management roles in Hong Kong and Singapore. Justin has a B. Philippe brings over twenty years of IT experience including eight years specialising in Information Security. Since he has worked with a variety of Singapore based multinational companies, as well as SMEs to protect their information and ensure they are compliant with local regulations through his roles as Information Security Officer, Consultant, and Project Leader.

The following activities require a CMS licence under the SFA: Dealing in capital markets products : Dealing in capital markets products in essence is brokerage. Capital markets products include securities, units in a collective investment scheme CIS , over-the-counter OTC derivatives, exchange-traded derivatives and spot foreign exchange for the purposes of leveraged foreign exchange trading.

Real estate investment trust management: A company that manages a REIT, which is a collective investment scheme CIS constituted as a trust that invests primarily in real estate and real estate-related assets specified in the MAS Code on Collective Investment Schemes , and is listed on an approved exchange Product financing : The activity of providing financing to another person to buy or subscribe for capital markets products listed or to be listed on an organized market will require licensing Providing credit rating services : A company that disseminates or distributes an opinion about the creditworthiness of a rating target through the use of a defined ranking system of rating categories is conducting credit rating activities.