12 Jan 2021
Rule 19 – how it affects advisers and the industry
By Staff Writer
By Schalk Malan, CEO of BrightRock 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 policies with the support...
