Related provisions for COBS 13.2.2
1 - 6 of 6 items.
1A firm that sells, or (where relevant) gives effect to21:(1) a non-PRIIP packaged product17 to a retail client, must provide a key features document and a key features illustration2 to that client (unless the packaged product is a unit in a regulated collective investment scheme17);777(2) a life policy to a client, must provide:20131313(a) the Solvency II Directive information to that client;20(b) a client with objective and relevant information about the policy:20(i) in a comprehensible
TableA key features document for a non-PRIIP packaged product8 must:(1)Include the title: ‘key features of the [name of product]’;(2)describe the product in the order of the following headings, and by giving the following information under those headings:HeadingInformation to be given‘Its aims’A brief description of the product’s aims‘Your commitment’ or ‘Your investment’What a retail client is committing to or investing in and any consequences of failing to maintain the commitment
1A firm must prepare:2(1) a key features document for each non-PRIIP packaged product8, cash-deposit ISA, cash-only lifetime ISA7 and cash-deposit CTF it produces2; and2(2) a key features illustration for each non-PRIIP packaged product8 it produces;2in good time before 2those documents have to be provided.
1 A key features illustration;1058(1) must include appropriate charges information;10(2) must include information about any interest that will be paid to clients on money held within a personal pension scheme bank account; and1066(3) if it is prepared for a non-PRIIP packaged product which is not a financial instrument:1066(a) must include a standardised deterministic projection; 10(b) the projection and charges information must be consistent with each other so that:10(i) the