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  • COBS 1.3 Insurance distribution

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    COBS 1.3 Insurance distribution

  • COBS 16A.4 Periodic reporting

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    COBS 16A.4 Periodic reporting

  • PROD 4.1 General

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    PROD 4.1 General

  • SYSC 3.3 Additional requirements for insurance distribution

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    SYSC 3.3 Additional requirements for insurance distribution

  • SYSC 10.1A Insurance-based investment products – Conflicts of interest

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    SYSC 10.1A Insurance-based investment products – Conflicts of interest

  • ICOBS 6 Annex 3 Providing product information by way of a standardised insurance information document

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    ICOBS 6 Annex 3 Providing product information by way of a standardised insurance information document

  • IDD POG Regulation

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    IDD POG Regulation

    192 160 Commission Delegated Regulation (EU) 2017/2358 of 21 September 2017, supplementing the IDD of the European Parliament and of the Council with regard to product oversight and governance require…

  • IPID information

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    IPID information

    160 (in ICOBS ) the 192 information to be included in the IPID as required by ICOBS 6 Annex 3R , paragraph 2.1R.

  • IDD Regulation

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    IDD Regulation

    192 160 Commission Delegated Regulation (EU) 2017/2359 of 21 September 2017, supplementing the IDD of the European Parliament and of the Council with regard to information requirements and conduct of…

  • insurance product information document

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    insurance product information document

    160 the standardised presentation format as specified in ICOBS 6 Annex 3R 192 .

  • PROD 4.4 Additional expectations for manufacturers and distributors of insurance products

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    PROD 4.4 Additional expectations for manufacturers and distributors of insurance products

  • COBS 10A.4 Assessing appropriateness: when it need not be done due to type of investment

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    COBS 10A.4 Assessing appropriateness: when it need not be done due to type of investment

  • COBS 9A.2 Assessing suitability: the obligations

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    COBS 9A.2 Assessing suitability: the obligations

  • COBS 9A.3 Information to be provided to the client

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    COBS 9A.3 Information to be provided to the client

  • COBS 9A.4 Record keeping and retention periods for suitability records

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    COBS 9A.4 Record keeping and retention periods for suitability records

  • COBS 10A.2 Assessing appropriateness: the obligations

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    COBS 10A.2 Assessing appropriateness: the obligations

  • EG 19.35 Data Reporting Services Regulations 2024

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    EG 19.35 Data Reporting Services Regulations 2024

  • M2G 1.1 Background [deleted]

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    M2G 1.1 Background [deleted]

  • COBS 10A.7 Record keeping and retention periods for appropriateness records

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 5th April 2024

    COBS 10A.7 Record keeping and retention periods for appropriateness records

  • FEES 13.2 The IML levy

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

    Changes to this piece of Handbook content became effective this month.

    Effective Date: 1st April 2024

    FEES 13.2 The IML levy