EUROPEAN COMMISSION Brussels, XXX COM(2012) 360 ... - BVVM

2002/92/EC
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3. 'insurance mediation' means the activities of introducing advising on ,
proposing or carrying out other work preparatory to the conclusion of contracts of
insurance, or of concluding such contracts, or of assisting in the administration and
performance of such contracts, in particular in the event of a claim , and the
activity of professional management of claims and loss adjusting . These activities
when undertaken by an insurance undertaking or an employee of an insurance
undertaking who is acting under the responsibility of the insurance undertaking shall
not be considered as insurance mediation. These activities shall be considered to
be insurance mediation also if carried on by an insurance undertaking without the
intervention of an insurance intermediary.
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None of the following activities shall be considered to be insurance mediation for the
purposes of this Directive:
2002/92/EC
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(a) Tthe provision of information on an incidental basis to a customer in the
context of another professional activity provided that the purpose of that
activity is not , if the provider does not take any additional steps to assist
the customer in concluding or performing an insurance contract, the
management of claims of an insurance undertaking on a professional basis, and
loss adjusting and expert appraisal of claims shall also not be considered as
insurance mediation;
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(b) the mere provision of data and information on potential policyholders to
insurance intermediaries or insurance undertakings or of information about
insurance products or an insurance intermediary or insurance undertaking to
potential policyholders.
4. 'insurance investment product' means a contract of insurance which could be also
classified as an "investment product" as defined in Article 2(a) of [Regulation on key
information documents for investment products (PRIPs Regulation) ];
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