IMD2/IDD
Initiative
Official name
Directive (EU) 2016/97 of the european Pairlament and the Council of 20 January 2016 on insurance distribution (recast)
Type
Directive
Level 1
Initiator
EU
Submitted
03.07.2012
Doc. code
2016/97
Summary
Status
Status
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Current version
Final version
Next step
Entry into force and application
Entry into force
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Application date
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Scope
Relevant for
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Associated initiatives
Level 1
Amending the Application Date of the IDD
(binding, Amendment, EU)
Implementation of the IDD Directive
(binding, Amendment, DE)
Directive amending the retail investor protection rules
(binding, Amendment, EU)
Level 2
Standardised presentation format for the insurance product information document (IPID)
(binding, Supplement, EU)
Distribution of insurance-based investment products (information requirements and conduct of business rules)
(binding, Supplement, EU)
Product oversight and governance requirements for insurance undertakings and -distributors
(binding, Supplement, EU)
Base euro amounts for professional indemnity insurance and for financial capacity of intermediaries under the IDD
(binding, Amendment, EU)
Adjustment of the euro base amounts and the financial capacity of insurance intermediaries
(binding, Amendment, EU)
Level 3 / Other
Integration of sustainability risks and sustainability factors
(non-binding, EU)
FinDatEx: European ESG Template
(non-binding, EU)
Report on the application of IDD
(non-binding, EU)
National general good rules - IDD
(non-binding, EU)
Differential pricing practices in non-life insurance lines of business
(non-binding, EU)
Leaflet on endowment life insurance policies
(binding, DE)
Guidelines under IDD on IBIPs with difficult structure
(binding, Supplement, EU)
Q&A zur IDD
(binding, EU)
Source: EU, 2016/97, 2016