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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)
Explain to customers or potential customers the reasons for not recommending a product as meeting their sustainability preferences and keep records of those reasons.
Description (German)
Kunden oder potenziellen Kunden die Gründe dafür erklären, dass kein Produkt als Erfüllung ihrer Nachhaltigkeitspräferenzen empfohlen wird, und diese Gründe aufzeichnen.
Affected products/services (English)
Insurance-based investment products and investment advice
Affected products/services (German)
Versicherungsbasierte Anlageprodukte und Anlageberatung
Checking responsibility (English)
Insurance intermediaries and insurance undertakings
Checking responsibility (German)
Versicherungsvermittler und Versicherungsunternehmen
Check method (English)
Review and retention of the reasons for not making the recommendation.
Check method (German)
Überprüfung und Aufbewahrung der Gründe für die Nichtempfehlung.
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