Related provisions for COBS 9.4.7

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COBS 9.4.2RRP
If a firm makes a personal recommendation in relation to a life policy, it must provide the client with a suitability report.[Note: first and third paragraphs of article 20(1) of the IDD8]
COBS 9.4.4RRP
A firm must provide the suitability report to the client:(1) in the case of a life policy, before the contract is concluded8; or(2) in the case of a personal pension scheme or stakeholder pension scheme that is not a life policy8, where the rules on cancellation (COBS 15) require notification of the right to cancel, no later than the fourteenth day after the contract is concluded; or(3) in any other case, when or as soon as possible after the transaction is effected or executed.[Note:
COBS 9.4.5RRP
[deleted]8
COBS 9.4.9RRP
If a firm is providing a suitability report in the course of insurance distribution activity8, the information must be in accordance with COBS 7.4.8[Note: article 23 of the IDD8]