IDD rules of conduct: fifty shades of advice

IDD rules of conduct: fifty shades of advice

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.

Periodic report on IBIP

Periodic report on IBIP

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.