Commission Delegated Regulation (EU) 2017/2359 supplementing Directive (EU) 2016/97 on information requirements and conduct of business rules for insurance-based investment products

This Regulation establishes detailed rules for insurance intermediaries and insurance undertakings regarding the distribution of insurance-based investment products. It mandates the implementation of conflicts of interest policies, including specific procedures for managing inducements and disclosing conflicts as a last resort. The text requires rigorous suitability assessments that incorporate customer sustainability preferences, financial situations, and risk tolerances, while prohibiting recommendations that do not meet these criteria or where no suitable product exists.

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Source: European Insurance and Occupational Pensions Authority — original document · Summary generated with machine assistance and reviewed before publication; the authoritative text is the regulator's original document. How RegAlert works