APCAL News

IDD rules of conduct: fifty shades of advice

IDD rules of conduct: fifty shades of advice

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Insurance distribution is changing. Between the IDD Directive, the IBIP regulation and national regulations, Luxembourg brokers have to deal with a dense and constantly changing legal landscape. This article, written by Paula Leite, trainer for APCAL, provides an update on the obligations to provide advice, IBIP products and the specific requirements applicable to LPS distribution in France. Essential content for professionals in the sector.

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The Green Industry Act – Implications for Insurance Distributors in Luxembourg

The Green Industry Act – Implications for Insurance Distributors in Luxembourg

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Under the Green Industry Act, Luxembourg-based insurance distributors advising clients who are French residents must comply with strengthened requirements. These include integrating ESG preferences into advice, ensuring greater traceability, maintaining ongoing client monitoring, and offering products carrying the ‘Green Industry’ label. The Act also extends to non-life insurance, complements the SFDR framework, and exposes distributors to significant penalties in the event of non-compliance.”

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Periodic report on IBIP

Periodic report on IBIP

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Periodic report on IBIPs: what you really need to know!
Insurance-Based Investment Products (IBIPs) are at the heart of transparency and compliance issues for insurance intermediaries. In an ever-changing regulatory environment, do you really know what the periodic reporting obligation entails?
In this article, Paula Leite, Managing Partner at VINCEO Solutions, explains why this report is not just a regulatory constraint, but also an opportunity to strengthen your customer relationship.

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