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  • insurance product information document

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    insurance product information document

    160 the standardised presentation format as specified in the IDD IPID Regulation and in ICOBS 6 Annex 3R paragraph 1.1R.

  • insurance distributor

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    insurance distributor

    160 an insurance intermediary or insurer . [Note: article 2(1)(8) of the IDD ]…

  • customer’s best interests rule

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    customer’s best interests rule

    223 ICOBS 2.5.-1R .

  • IDD insurance undertaking

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    IDD insurance undertaking

    160 an undertaking as defined in article 13(1) of the Solvency II Directive . [Note: article 2(1)(6) of the IDD ]…

  • IDD reinsurance undertaking

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    IDD reinsurance undertaking

    160 an undertaking as defined in article 13(4) of the Solvency II Directive . [Note: article 2(1)(7) of the IDD ]…

  • protected non-investment insurance distribution

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    protected non-investment insurance distribution

    167 insurance distribution activities which are covered by the compensation scheme, as defined in COMP 5.7.1R .

  • ICOBS 6.6 Means of communication

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    ICOBS 6.6 Means of communication

  • IDD reinsurance intermediary

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    IDD reinsurance intermediary

    160 any natural or legal person, other than an IDD reinsurance undertaking or its employees who, for remuneration , takes up or pursues the activity of reinsurance distribution . [Note: article 2(1)(5…

  • IDD insurance intermediary

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    IDD insurance intermediary

    160 (a) as defined in article 2(1)(3) of the IDD , any natural or legal person, other than an IDD insurance undertaking or an IDD reinsurance undertaking or their employees and other than an IDD ancil…

  • COBS 10A.3 Warning the client

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    COBS 10A.3 Warning the client

  • ICOBS 2.6 Distribution of connected contracts through exempt persons

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    ICOBS 2.6 Distribution of connected contracts through exempt persons

  • ICOBS 6.-1 Producing and providing product information

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    ICOBS 6.-1 Producing and providing product information

  • SUP 13A.6A Enhanced supervision of EEA firms passporting under the IDD

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    SUP 13A.6A Enhanced supervision of EEA firms passporting under the IDD

  • reinsurance distribution

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    reinsurance distribution

    183 (as defined in article 2(1)(2) of the IDD ) the activities of advising on, proposing or carrying out other work preparatory to the conclusion of contracts of reinsurance, of concluding such contra…

  • SUP 13.11A Enhanced supervision of UK firms exercising rights under the IDD

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    SUP 13.11A Enhanced supervision of UK firms exercising rights under the IDD

  • COBS 10A.5 Assessing appropriateness: guidance

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    COBS 10A.5 Assessing appropriateness: guidance

  • PROD 4.1 General

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    PROD 4.1 General

  • SUP 13 Annex 5 Passporting: Insurance Distribution Directive

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    SUP 13 Annex 5 Passporting: Insurance Distribution Directive

  • insurance distribution activity

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    insurance distribution activity

    160 any of the following regulated activities carried on in relation to a contract of insurance or rights to or interests in a life policy : (a) dealing in investments as agent (article 21); (b) arran…

  • ICOBS 6A.3 Requirements where insurance is the primary product

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    ICOBS 6A.3 Requirements where insurance is the primary product