Newsletter – The status of insurance intermediary: what can you and what can’t you do?

Insurance intermediaries are often asked to sell products other than insurance to their clients. As an insurance intermediary, what can you and what can’t you do? What types of products or services are you permitted to offer your clients?Registration with the FSMA as an insurance intermediary gives you permission to mediate in insurance products. In addition, you may also offer your clients the service of financial planning.As an insurance intermediary, you can provide advice on optimizing the structure and on the planning, protection, legal structuring or transfer of a client’s assets. The advice is to be provided on the basis of the needs and objectives indicated by the client.Read more in our newsletter (available in French - Dutch only)