Related provisions for COBS 13.2.2

1 - 6 of 6 items.

Search Term(s)

Filter by Modules

Filter by Documents

Filter by Keywords

Effective Period

Similar To

To access the FCA Handbook Archive choose a date between 1 January 2001 and 31 December 2004 (From field only).

COBS 14.2.1RRP
1A firm that sells:(1) a packaged product to a retail client, must provide a key features document and a key features illustration2 to that client (unless the packaged product is a unit in a simplified prospectus scheme or an EEA simplified prospectus scheme);(2) a life policy that is not a reinsurance contract to a client, must provide the Consolidated Life Directive information to that client;(3) the variation of a life policy or personal pension scheme to a retail client,
COBS 13.3.2RRP
TableA key features document for a packaged product must:(1)Include the title: ‘key features of the [name of product]’;(2)describe the product in the order of the following headings, and by giving the following information under those headings:HeadingInformation to be given‘Its aims’A brief description of the product’s aims‘Your commitment’ or ‘Your investment’What a retail client is committing to or investing in and any consequences of failing to maintain the commitment or investment‘Risks’The
COBS 13.1.1RRP
1A firm must prepare:2(1) a key features document for each packaged product, cash-deposit ISA and cash-deposit CTF it produces2; and2(2) a key features illustration for each packaged product it produces;2in good time before 2those documents have to be provided.
COBS 13.4.1RRP
1 A key features illustration must include appropriate charges information and, if it is a packaged product which is not a financial instrument:(1) must include a standardised deterministic projection;(2) the projection and charges information must be consistent with each other ;(3) it may also include alternative projections except that the most prominent projection must be a standardised deterministic projection.