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)
Assess conflicts of interest arising in related distribution activities, including conflicts between customers, taking customers’ sustainability preferences into account.
Description (German)
Interessenkonflikte im Zusammenhang mit Vertriebstätigkeiten bewerten, einschließlich Konflikten zwischen Kunden, unter Berücksichtigung der Nachhaltigkeitspräferenzen der Kunden.
Affected products/services (English)
Insurance-based investment products and related distribution activities
Affected products/services (German)
Versicherungsbasierte Anlageprodukte und damit verbundene Vertriebstätigkeiten
Checking responsibility (English)
Insurance intermediaries and insurance undertakings
Checking responsibility (German)
Versicherungsvermittler und Versicherungsunternehmen
Check method (English)
Assess whether an interest of the company or connected persons is distinct from and capable of influencing the customer’s interest to the customer’s detriment.
Check method (German)
Bewertung, ob ein Eigeninteresse von Unternehmen oder verbundenen Personen vom Kundeninteresse verschieden ist und dieses zum Nachteil des Kunden beeinflussen kann.
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