Status: You are viewing the version of the handbook as on 2016-10-03.

combined initial disclosure document

    63information about the breadth of advice,100 scope of advice or scope of basic advice and the nature and costs 100of the services offered by a firm in relation to either:131

      1. 131(a) two or more of the following:131
        1. (i) packaged products or, for basic advice, stakeholder products that are not a group personal pension scheme or a group stakeholder pension scheme (but only if a consultancy charge will be made);131
        1. (ii) non-investment insurance contracts;131
        1. (iii) home finance transactions (other than regulated sale and rent back agreement); or131
      1. 131(b) home finance transactions (other than regulated sale and rent back agreements) only;131

    which contains the Key facts logo, headings and text in the order shown in, and in accordance with the notes in, COBS 6 Annex 2. 63