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- ANNEX I
Article number: III
(a) minimum necessary knowledge of policies including terms, conditions, the guaranteed benefits and, where applicable, ancillary risks;
(b) minimum necessary knowledge of organisation and benefits guaranteed by the pension system of the relevant Member State;
(c) knowledge of applicable insurance contract law, consumer protection law, data protection law, anti-money laundering law and, where applicable, relevant tax law and relevant social and labour law;
(d) minimum necessary knowledge of the insurance and other relevant financial services markets;
(e) minimum necessary knowledge of complaints handling;
(f) minimum necessary knowledge of assessing consumer needs;
(g) conflicts of interest management;
(h) minimum necessary knowledge of business ethics standards; and
(i) minimum necessary financial competency.
Metadata
RULEBOOK TOPIC: ANNEX I
RULEBOOK CATEGORY: Directive (EU) 2016/97 (Insurance Distribution Directive)
Last update on: 14 Jan 2021