Delegated Regulation (EU) 2017/2359 (on the requirements related to insurance-based investment products)

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• ✔ Delegated Regulation (EU) 2017/2359 (on the requirements related to insurance-based investment products)
  • ✔ CHAPTER I - SCOPE AND DEFINITIONS
    • ✔ Article 1 - Scope
    • ✔ Article 2 - Definitions
  • ✔ CHAPTER II - CONFLICTS OF INTEREST AND INDUCEMENTS
    • ✔ Article 3 - Identification of conflicts of interest
    • ✔ Article 4 - Conflicts of interest policy
    • ✔ Article 5 - Procedures and measures under the conflicts of interest policy
    • ✔ Article 6 - Disclosure
    • ✔ Article 7 - Review and record keeping
    • ✔ Article 8 - Assessment of inducements and inducement schemes
  • ✔ CHAPTER III - ASSESSMENT OF SUITABILITY AND APPROPRIATENESS
    • ✔ SECTION 3 - Provisions common to the assessment of suitability and appropriateness
      • ✔ Article 17 - Information to be obtained from the customer
      • ✔ Article 18 - Periodic report
      • ✔ Article 19 - Retention of records
    • ✔ SECTION 2 - Assessment of appropriateness
      • ✔ Article 15 - Assessment procedure
      • ✔ Article 16 - Non-complex insurance-based investment products
    • ✔ SECTION 1 - Assessment of suitability
      • ✔ Article 9 - Information to be obtained for the purposes of the assessment of suitability
      • ✔ Article 10 - Reliability of information
      • ✔ Article 11 - Communication with customers regarding the assessment of suitability
      • ✔ Article 12 - Automated advice
      • ✔ Article 13 - Group insurance
      • ✔ Article 14 - Suitability statement
  • ✔ CHAPTER IV - FINAL PROVISIONS
    • ✔ Article 20 - Entry into force and application