- New and amended insurance distribution tools
- Amendments to Practice Note
- Amendments to Precedent: Letter recommending insurance
- New Precedents
On 1 October 2018, 'insurance mediation' became 'insurance distribution' courtesy of the Insurance Distribution Directive (IDD). At the same time, the SRA updated the SRA Glossary, Financial Services (Scope) and (Conduct of Business) Rules and issued new ethics guidance. As a result, we have updated content previously published on the basis of the draft rules, plus we have published some additional tools to help you respond to this change.
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