Third Schedule Annex II Information for Policyholders
The following information, which is to be communicated to the policyholder before the contract is concluded (A) or during the term of the contract (B), must be provided in a clear and accurate manner, in writing, in an official language of the Member State of the commitment.
However, such information may be in another language if the policyholder so requests and the law of the Member State so permits or the policyholder is free to choose the law applicable.
A. Before concluding the contract
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Information about the assurance under-taking |
Information about the commitment |
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(a)1. The name of the undertaking and its legal form |
(a)4. Definition of each benefit and each option |
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(a)2. The name of the Member State in which the head office and, where appropriate, the agency or branch concluding the contract is situated |
(a)5. Term of the contract (a)6. Means of terminating the contract |
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(a)3. The address of the head office and, where appropriate, of the agency or branch concluding the contract |
(a)7. Means of payment of premiums and duration of payments (a)8. Means of calculation and distri- bution of bonuses |
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(a)9. Indication of surrender and paid-up values and the extent to which they are guaranteed |
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(a)10. Information on the premiums for each benefit, both main benefits and supplementary benefits, where appropriate |