Content Options:

Content Options

View Options:

combined initial disclosure document (CIDD)

25information set out in COB 4 Annex 5 R41 about the scope and nature of the services offered by a firm in relation to

  1. (a) a combination of two or more of the following:26
    1. (i) packaged products;26
    2. (ii) non-investment insurance contracts;26
    3. (iii) regulated mortgage contracts other than lifetime mortgages41;26
    4. 41(iv) home purchase plans;
    5. (v) equity release transactions41; or
  2. (b) a combination of two or more of the following:26
    1. (i) stakeholder products; 26
    2. 41(ii) equity release transactions41; 26
    3. (iii) regulated mortgage contracts other than lifetime mortgages41; 26
    4. (iv) home purchase plans;41
    5. 41(v)4126 non-investment insurance contracts.