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Version status: Revoked | Document consolidation status: Updated to reflect all known changes
Version date: 1 January 2001 - onwards
  Version 3 of 3    

Annex III Information to be supplied to the policyholder

Revoked from 1 January 2001

Information about the insurance undertaking

1. The name of the insurance undertaking and its legal form.

2. The home Member State, and, where appropriate, the Member State of the branch which will enter into the contract.

3. The address of the head office of the insurance undertaking, and where appropriate, the address of the branch of the insurance undertaking which is to enter into the contract.

Information about the commitment

4. Definition of each benefit and option.

5. Term of the contract.

6. Means of terminating the contract.

7. Means of payment of premiums and duration of payments.

8. Means of calculation and distribution of bonuses.

9. Indication of surrender and paid-up values and the extent to which they are guaranteed.

10. Information on the premiums for each benefit, both main benefits and supplementary benefits, where appropriate.

11. For unit-linked policies, definition of the units to which the benefits are linked.

12. Indication of the nature of the underlying ass

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