Emtract Ingest
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IDD Sustainability Delegated Regulation
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Title (English)
Title (German)
Kind
Approval
Due Diligence
Governance
Other
Record Keeping
Reporting
Stakeholder Engagement
Frequency
Annual
Biennial
Continuous
Event-triggered
Monthly
One-time
Other
Quarterly
Weekly
Check frequency
Annual
Biennial
Continuous
Event-triggered
Monthly
One-time
Other
Quarterly
Weekly
Rule set
Regulation-wide (no rule set)
Insurance product manufacturers
Insurance distributors
Insurance intermediaries and insurance undertakings for investment products
Complexity (0–5)
Business functions
Communications
Compliance
Executive
Finance
Human Resources
Legal
Operations
Other
Procurement
Product
Sales
Sustainability
Description (English)
Ensure that product distribution arrangements prevent and mitigate customer detriment, support proper conflict-of-interest management and duly take customers’ objectives, interests and characteristics, including sustainability objectives, into account.
Description (German)
Produktvertriebsvereinbarungen so gestalten, dass sie Kundennachteile verhindern und mindern, ein angemessenes Management von Interessenkonflikten unterstützen und die Ziele, Interessen und Merkmale der Kunden einschließlich Nachhaltigkeitszielen berücksichtigen.
Affected products/services (English)
Insurance products
Affected products/services (German)
Versicherungsprodukte
Checking responsibility (English)
Insurance intermediaries and insurance undertakings acting as distributors
Checking responsibility (German)
Versicherungsvermittler und Versicherungsunternehmen als Vertreiber
Check method (English)
Review product-distribution arrangements against the required customer-protection and conflict-management objectives.
Check method (German)
Überprüfung der Produktvertriebsvereinbarungen anhand der vorgeschriebenen Schutzziele und Konfliktmanagementanforderungen.
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