advice

Defined in 2 EU acts of the Finance group: IDD First SFDR Reference

IDD, Article 2(15) First adopted 2016-01-20

the provision of a personal recommendation to a customer, either upon their request or at the initiative of the insurance distributor, in respect of one or more insurance contracts

SFDR, Article 2(21) Reference adopted 2019-11-27 as insurance advice

Refers to IDD, Article 2(15).

advice as defined in point (15) of Article 2(1) of Directive (EU) 2016/97

Every term of the Finance group · Other groups