The sectoral intermediation forms, developed by Assuralia, Feprabel, FVF and Becobra, have for several years provided insurance intermediaries with a practical tool to support compliance with their obligations regarding customers’ demands and needs, information provision and advice.
These documents support intermediaries in the practical implementation of the Insurance Distribution Directive (IDD) across different categories of insurance products. In addition to the intermediation forms themselves, several supporting documents are available, including a general explanatory note and a specific explanatory note on sustainability preferences.
An updated version of the general explanatory note supporting the use of the intermediation forms has recently been published.
The update is mainly editorial, technical and administrative in nature. The existing sector interpretation of the IDD requirements relating to demands and needs analysis, advice, information provision and sustainability preferences remains unchanged.
Members using the sectoral intermediation forms may consult the updated explanatory note in the attached documents. For completeness, we have also included the current versions of the various sectoral intermediation forms together with the explanatory note on sustainability preferences.
Available documentation (available in Dutch and French only)
- General explanatory note on the sectoral intermediation forms (June 2026 version)
- Explanatory note on sustainability preferences
- Non-life insurance intermediation form
- Life insurance intermediation form
- Savings and investment insurance intermediation form
- Third-pillar intermediation form
