This supervisory briefing covers the following topics: determining situations where the suitability assessment is required; information to clients about the purpose of the suitability assessment; obtaining information from clients; arrangements necessary to understand investment products; arrangements necessary to understand the … read more
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The European Insurance and Occupational Pensions Authority (EIOPA) published today its Report on the “Implementation of IORP II in relation to the Pension Benefit Statement: Guidance and Principles based on Current Practices”. The Report is part of EI… read more
This supervisory briefing covers the following topics: determining situations where the suitability assessment is required; information to clients about the purpose of the suitability assessment; obtaining information from clients; arrangements necess… read more