Regulatory Alerts2013-01-08
Recommendation 2013-R-01 of January 8, 2013 on the collection of information regarding client knowledge for the exercise of the duty of advice and the provision of personalized recommendation services in life insurance
The Autorité de contrôle prudentiel et de résolution (ACPR) issued Recommendation 2013-R-01 to establish guidelines for the collection of information necessary for the duty of advice and personalized recommendation services in life insurance. The document mandates that insurance intermediaries and distributors systematically gather and update client data to ensure suitability and appropriateness of products. It further outlines the procedural requirements for documenting these interactions to comply with regulatory standards for consumer protection.
Download the recommendation
Recommendation 2013-R-01 dated January 8, 2013 on the collection of ... (PDF - 591.66 Ko)
Download the annex
Annex - Recommendation No. 2013-R-01 (PDF - 309.26 Ko)
History of Recommendation No. 2013-R-01
Version of December 6, 2019
Version of January 8, 2013
Updated on April 25, 2025