FCA Handbook - GEN Sch 1 Record keeping requirements

You are viewing GEN Sch 1 Record keeping requirements as of . GEN Sch 1 Record keeping requirements was last updated on 25/05/2018.

Guidance

Deleted

Related resources

GEN Sch 1 Record keeping requirements

The aim of the guidance in the following table is to give the reader a quick overall view of the relevant record keeping requirements.

It is not a complete statement of those requirements and should not be relied on as if it were.

Handbook reference	Subject of record	Contents of record	When record must be made	Retention period
GEN TP 4, row 4G	An election to comply early with the Insurance Distribution Directive (IDD)	The election and the new and replaced provisions to which that election relates	In accordance with the firm’s general record keeping obligations	In accordance with the firm’s general record keeping obligations