Commission Delegated Regulation (EU) 2017/2359of 21 September 2017supplementing 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) (revoked)
CHAPTER ISCOPE AND DEFINITIONS
Article 1Scope
Article 2Definitions
Article 2AReference to a sourcebook in the Handbook of Rules and Guidance
CHAPTER IICONFLICTS OF INTEREST AND INDUCEMENTS
Article 3Identification of conflicts of interest
Article 4Conflicts of interest policy
Article 5Procedures and measures under the conflicts of interest policy
Article 6Disclosure
Article 7Review and record keeping
Article 8Assessment of inducements and inducement schemes
CHAPTER IIIASSESSMENT OF SUITABILITY AND APPROPRIATENESS
SECTION 1Assessment of suitability
Article 9Information to be obtained for the purposes of the assessment of suitability
Article 10Reliability of information
Article 11Communication with customers regarding the assessment of suitability
Article 12Automated advice
Article 13Group insurance
Article 14Suitability statement
SECTION 2Assessment of appropriateness
Article 15Assessment procedure
Article 16Non-complex insurance-based investment products
SECTION 3Provisions common to the assessment of suitability and appropriateness
Article 17Information to be obtained from the customer
Article 18Periodic report
Article 19Retention of records
CHAPTER IIIATransfer of functions
Article 19ADirective functions transferred to the Treasury
CHAPTER IVFINAL PROVISIONS
Article 20Entry into force and application

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) (revoked)

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