Commission Delegated Regulation (EU) 2017/2359 of 21 September 2017 supplementing... (32017R2359)
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Commission Delegated Regulation (EU) 2017/2359 of 21 September 2017 supplementing Directive (EU) 2016/97 of the European Parliament and of the Council with regard to information requirements and conduct of business rules applicable to the distribution of insurance-based investment products (Text with EEA relevance. )
- COMMISSION DELEGATED REGULATION (EU) 2017/2359
- of 21 September 2017
- supplementing Directive (EU) 2016/97 of the European Parliament and of the Council with regard to information requirements and conduct of business rules applicable to the distribution of insurance-based investment products
- (Text with EEA relevance)
- CHAPTER I
- Article 1
- Scope
- Article 2
- Definitions
- CHAPTER II
- 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
- 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
- Article 15
- Assessment procedure
- Article 16
- Non-complex insurance-based investment products
- Article 17
- Information to be obtained from the customer
- Article 18
- Periodic report
- Article 19
- Retention of records
- CHAPTER IV
- Article 20
- Entry into force and application
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