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After concluding an insurance contract

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Throughout the term of an insurance contract, the distributor must provide you at least once a year with information about the service provided and the transactions conducted, in particular as regards the costs and charges.

If the distributor provides you with advice that involves a periodic assessment of suitability, it must send you a report at least once a year that includes an updated statement about the way in which the investment meets your preferences, objectives and other characteristics. The said report may be limited to mentioning the changes made, without reiterating all the details given in the initial suitability statement.

It is in your interest to keep all the documents you receive from the distributor.

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