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Sectoral report on duty of care in the distribution of insurance-based savings and investment products

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The letter I of Information

The FSMA has, in recent years, carried out a series of inspections of insurance brokers, focusing on compliance with the duty of care when distributing insurance-based savings and investment products intended for retail clients.

This sectoral report provides an overview of the most important observations, good practices and recommendations that the FSMA has drawn from these inspections.