advice
Defined in 3 EU acts of the All group: IDD First SFDR Reference ABER Own wording
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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 contractsSFDR, 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) 2016/97ABER, Article 2(3) Own wording adopted 2022-12-14
complete advice given in the provision of a personal recommendation to a customer, either upon their request or at the initiative of the insurance distributor, in respect framework of one or more insurance contracts and the same contract
Compared with IDD: struck words are only in IDD, marked words only here.