Topic
unit-linked funds
7 published works
Global Regulation Tomorrow
FCA Policy Statement: final rules and feedback on the amendment of the permitted links rules
On 4 March 2020, the FCA published Policy Statement 20/4: Amendment of COBS 21.3 permitted link rules – final rules and feedback to CP18/40 (PS20/4), which amends the permitted links…
Global Regulation Tomorrow
FCA findings from unit-linked funds’ governance review
On 24 September 2019, the FCA published a webpage setting out its key findings and next steps in relation to its review of firms’ governance practices covering the value provided by unit-linked…
Global Insurance Blog
Unit-linked policies: a new judgement of the Italian Supreme Court
By Silvia Lolli, Andrea Atteritano, Jeffrey Greenbaum
On 5 March the Italian Supreme Court issued a new important judgment on unit-linked policies and their nature. Unlike previous decisions rendered over the past years, in which the Supreme…
Global Insurance Blog
Latest developments of Italian case law for index-linked and unit-linked policies
By Andrea Atteritano, Marco Ghini
The classification of index and unit linked policies as insurance or financial products continues to be debated in Italy, notwithstanding the Supreme Court's decision no. 6061 of 18 April 2012.…
Administrative and Regulatory
AFM amends Further Regulation with respect to marketing material and unit-linked insurances
On 2 June 2016, the Netherlands Authority for the Financial Markets (Autoriteit Financiële Markten, the AFM) announced the changes that it has made to the Further Regulation on Conduct of…
Insurance
Life insurers required to actively assist clients with unit-linked insurance policies
The Decree implementing rules in relation to actively assisting clients with unit-linked insurance policies to make an informed choice (the Decree) has been published. The Decree introduces an obligation for life insurers…
Insurance
ABI issues updated good practice guide for unit-linked funds
Treating Customers Fairly must be guiding principle for firms managing unit-linked funds The Association of British Insurers (ABI) has launched a consultation on its revised guide to good practice for…