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Press Room (Page 4)

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Rule 19 – how it affects advisers and the industry, and are there tools to support advisers in complying?

Published: Mon, 11 Jan 21

In September 2019, Rule 19 of the Policyholder Protection Rules underwent critical changes impacting insurers and financial advisors. The changes in relation to the termination of long-term policies brought about the inclusion of the Replace Advice Record (RAR), which applied when policyholders were replacing specific ...
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