Updated 04/02/2025

Metadata

In force since 09/01/2018

Version from: 02/08/2022

References (9)

Timeline

02/08/2021

Amendment: Delegated Regulation 2021/1257 published in OJ

06/04/2018

Amendment: Delegated Regulation 2018/541 published in OJ

20/12/2017

Delegated Regulation 2017/2359 published in OJ

IDD Tool Delegated Regulation 2017/2359

Delegated Regulation 2017/2359

Commission Delegated Regulation (EU) 2017/2359 of 21 September 2017 supplementing Directive (EU) 2016/97 of the European Parliament and of the Council with regard to information requirements and conduct of business rules applicable to the distribution of insurance-based investment products (Text with EEA relevance)

CHAPTER I - SCOPE AND DEFINITIONS (Article 1-2)Article 1 - Scope Article 2 - Definitions GL

CHAPTER II - CONFLICTS OF INTEREST AND INDUCEMENTS (Article 3-8)Article 3 - Identification of conflicts of interest Article 4 - Conflicts of interest policy Q&A Article 5 - Procedures and measures under the conflicts of interest policy Q&A Article 6 - Disclosure Article 7 - Review and record keeping Q&A Article 8 - Assessment of inducements and inducement schemes Q&A

CHAPTER III - ASSESSMENT OF SUITABILITY AND APPROPRIATENESS (Article 9-19)

SECTION 1 - Assessment of suitability (Article 9-14)Article 9 - Information to be obtained for the purposes of the assessment of suitability Q&AGL Article 10 - Reliability of information Article 11 - Communication with customers regarding the assessment of suitability Article 12 - Automated advice Q&A Article 13 - Group insurance Article 14 - Suitability statement GL

SECTION 2 - Assessment of appropriateness (Article 15-16)Article 15 - Assessment procedure Q&A Article 16 - Non-complex insurance-based investment products Q&A

SECTION 3 - Provisions common to the assessment of suitability and appropriateness (Article 17-19)Article 17 - Information to be obtained from the customer Q&A Article 18 - Periodic report Q&A Article 19 - Retention of records Q&A

CHAPTER IV - FINAL PROVISIONS (Article 20)Article 20 - Entry into force and application