Policy register

🎯 purpose index of the policies and standards that the operational documents in this workspace implement the register carries ownership and review status; the full policy texts remain in the corporate policy repository — this workspace links, it does not duplicate ℹ️ register integrity the policy register is the authoritative operational reference for linked policies, standards, and controlled templates used throughout this workspace 🗂️ register (operational extract) document type owner review cycle implemented in customer due diligence policy policy head of compliance annual kyc verification checklist ( customer onboarding ) intermediary appointment policy policy head of distribution annual manage intermediary onboarding ( sales operations ) insurance money handling policy policy cfo annual premium reconciliation ( finance operations ) delegated authority standard standard chief underwriting officer annual referral sop ( underwriting operations ), delegation matrix records retention standard standard head of compliance biennial records sections of every sop document control and versioning standard standard head of performance and improvement biennial this workspace's authoring rules — see child standard joiner mover leaver access standard standard head of it annual system profiles ( systems ) toba template (current) template channel manager annual agreement work instruction ( channel management ) 🧭 operational usage guidance use this register to validate ownership, review cadence, and implementation mappings before updating procedural content or introducing new controls ⚖️ governance rule an sop or work instruction that contradicts a registered policy is wrong by definition — fix the sop or formally change the policy; never leave the contradiction standing with a local workaround 🚫 policy conflict control operational procedures must never knowingly contradict approved policy or standards documentation resolve conflicts through formal governance review and controlled document updates