Circulars and communications
Questions and answers (FAQ)13. Pursuant to Article 3, § 2, b) of the Law of 25 April 2014, that Law (with the exception of Article 7, § 1, 1° and § 2 on the right to use the title ‘financial planner’ or ‘independent financial planner’) does not apply to persons providing financial planning advice exclusively to one and the same family. What does the term ‘family’ mean exactly?33. May an insurance company based in a member state of the European Economic Area rely on its status as regulated undertaking to provide financial planning advice in Belgium without being authorized as independent financial planner if it is not permitted to carry out this activity in its home member state?