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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)
Do not make a recommendation where no product is suitable, and do not recommend a product as meeting the customer’s sustainability preferences where it does not meet them.
Description (German)
Keine Empfehlung aussprechen, wenn kein Produkt für den Kunden geeignet ist, und kein Produkt als Erfüllung der Nachhaltigkeitspräferenzen empfehlen, wenn es diese Präferenzen nicht erfüllt.
Affected products/services (English)
Insurance-based investment products
Affected products/services (German)
Versicherungsbasierte Anlageprodukte
Checking responsibility (English)
Insurance intermediaries and insurance undertakings
Checking responsibility (German)
Versicherungsvermittler und Versicherungsunternehmen
Check method (English)
Suitability assessment before making a recommendation and comparison of products with the customer’s sustainability preferences.
Check method (German)
Eignungsprüfung vor der Empfehlung und Abgleich der Produkte mit den Nachhaltigkeitspräferenzen des Kunden.
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