Status: You are viewing the version of the handbook as on 2007-10-31.

combined initial disclosure document (CIDD)

    25information set out in COB 4 Annex 5 R41 about the scope and nature of the services offered by a firm in relation to

      1. (a) a combination of two or more of the following:26
        1. (i) packaged products;26
        1. (ii) non-investment insurance contracts;26
        1. (iii) regulated mortgage contracts other than lifetime mortgages41;26
        1. 41(iv) home purchase plans;
        1. (v) equity release transactions41; or
      1. (b) a combination of two or more of the following:26
        1. (i) stakeholder products; 26
        1. 41(ii) equity release transactions41; 26
        1. (iii) regulated mortgage contracts other than lifetime mortgages41; 26
        1. (iv) home purchase plans;41
        1. 41(v)4126 non-investment insurance contracts.