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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)
Keep records of the customer’s decision, including the reasons, where no insurance-based investment product meets the customer’s sustainability preferences and the customer adapts those preferences.
Description (German)
Die Entscheidung des Kunden einschließlich ihrer Gründe aufzeichnen, wenn kein Versicherungsanlageprodukt seine Nachhaltigkeitspräferenzen erfüllt und der Kunde diese Präferenzen anpasst.
Affected products/services (English)
Insurance-based investment products and customer decisions on sustainability preferences
Affected products/services (German)
Versicherungsbasierte Anlageprodukte und Kundenentscheidungen zu Nachhaltigkeitspräferenzen
Checking responsibility (English)
Insurance intermediaries and insurance undertakings
Checking responsibility (German)
Versicherungsvermittler und Versicherungsunternehmen
Check method (English)
Record the customer’s decision and reasons when the customer adapts sustainability preferences.
Check method (German)
Aufzeichnung der Entscheidung und ihrer Gründe, wenn der Kunde seine Nachhaltigkeitspräferenzen anpasst.
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