Our product knowledge and experience assessment is based on your answers to our questions on savings and investment-type insurance and your experience based on the transactions you have carried out in the relevant products during the past four years.Īdvisory overview: a written statement of suitability which you receive when provided with advice. Level of knowledge and experience: your level of knowledge and experience concerning the investment product in which you want to invest.
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What does product advice from your KBC Insurance agent consist of?.What products can your KBC Insurance agent advise on?.In this information document, we offer you an overview of how the investment advice provided by your KBC Insurance agent meets the IDD rules, what that means to you as a client and precisely what you can expect from your KBC Insurance agent and when.