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

initial disclosure document (IDD)

    30information about the scope and nature of the services offered by a firm in relation to:47

      1. (a) packaged products as required by COB 4.3.7 R;47
      1. (b) stakeholder products as required by COB 5A.2.1R (1);47
      1. 47(c) a regulated mortgage contract other than a lifetime mortgage as required by MCOB 4.4.1 R (1) and set out in MCOB 4 Annex 1;
      1. 47(d) an equity release transaction as required by MCOB 4.4.1 R (1) and set out in MCOB 8 Annex 1;
      1. 47(e) a home purchase plan as required by MCOB 4.10.2 R and set out in MCOB 4 Annex 1; or
      1. 47(f) a non-investment insurance contract in accordance with ICOB 4.2.4 G to 4.2.6 R and set out in ICOB 4 Annex 1 G.