Protection Guru (.co.uk) has collated useful information from, and links to, a variety of providers about how COVID-19 interacts with cover under their protection policies. That information can be accessed here.
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Although the new rules do not take effect until May 2018, it makes sense to consider them alongside MiFID disclosure changes.
Suitability remains much the same as pre-MiFID II but there are some changes that firms need to be aware of.
MiFID II brings a new definition of independence – firms need to consider if they can meet the requirements.
Firms need to understand the implications of the MiFID II definition of independent advice.
December 2017 Update
David Anderson Suitability 2017, MiFID, Mortgage, Update
New MiFID II ‘Confirmation of Continued Suitability’ Process