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1.
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The
name and address of the insurance
intermediary, and his main business.
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2.
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Where
relevant, the name and address of the representative of the insurance intermediary established in the retail customer's EEA State of residence.
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3.
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Where
the retail customer's dealings
are with any professional other than the insurance
intermediary, the name and address of the professional and the
capacity in which he is acting with respect to the retail customer.
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4.
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The insurance intermediary's statutory
status (in accordance with GEN 4 Annex 1 (Statutory
status disclosure)), and that this can be checked on the FSA's Register by visiting the FSA's website www.fsa.gov.uk/register or by contacting the FSA on
0845 606 1234.
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5.
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A
description of the main characteristics of the distance non-investment mediation contract.
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6.
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The
total price to be paid by the retail
customer, including all related fees, charges and expenses, and all taxes
paid via the insurance
intermediary (or, where an exact price cannot be indicated,
the basis for the calculation, enabling the retail customer to verify it).
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7.
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The
possibility that other taxes, costs or both may exist which are not paid through
or imposed by the insurance
intermediary.
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8.
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Any
limitations of the period for which the information provided is valid.
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9.
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The
arrangements for payment and performance.
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10.
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If
such an additional cost is charged, the specific additional cost of using
the means of distance
communication2.
2
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11.
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The
existence or absence of a right to cancel in accordance with ICOB
6.2.1 R, and where there is such a right:
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(a)
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the duration
of the cancellation period in accordance with ICOB
6.2.2 R;
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(b)
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the conditions
for exercising the right to cancel, including information on the amount which
the retail customer may
be required to pay, in accordance with ICOB 6.3 to ICOB 6.4;
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(c)
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the consequences
of not exercising the right to cancel; and
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(d)
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how the right
to cancel may be exercised, including the address to which the cancellation
notice should be sent.
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12.
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The
minimum duration of the distance
non-investment mediation contract.
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13.
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Information
on any rights which the insurance
intermediary or the retail
customer may have to terminate the contract early or unilaterally,
including any penalties imposed by the contract in such cases.
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14.
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Details
of:
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(a)
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the EEA State or States whose
laws are taken by the insurance
intermediary as a basis for the establishment of relations with
the retail customer prior
to the conclusion of the distance
non-investment mediation contract;
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(b)
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any contractual
clause on law applicable to the distance
non-investment mediation contract, any competent court, or both;
and
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(c)
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the language
in which the contract is supplied, and in which the insurance intermediary will communicate
during the duration of the distance
non-investment mediation contract.
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15.
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The
information contained in ICOB 4.2.8 R (8)
and (9) on complaints and compensation that applies in respect of retail customers.
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