European Insurance and Occupational Pensions Authority Q&A Database

Narrative Reporting

(EU) No 2015/35 - supplementing Dir 2009/138/EC - taking up & pursuit of the business of Insurance and Reinsurance (SII), (EU) No 2009/138 - Solvency II Directive (Insurance and Reinsurance) · Art. Article 297(2)(b)); Article 51(1b)(d)(iii)

Risk Free Rate (RFR)

(EU) No 2009/138 - Solvency II Directive (Insurance and Reinsurance)

Scope of group

(EU) 2022/2554 - Digital Operational Resilience Act (DORA) · Art. 3(60-64)

Solvency Capital Requirement (SCR)

(EU) No 2015/35 - supplementing Dir 2009/138/EC - taking up & pursuit of the business of Insurance and Reinsurance (SII) · Art. 140

Reporting Templates

(EU) 2023/894 - ITS with regard to the templates for the submission of information necessary for supervision · Art. N/A

Reporting Templates

(EU) 2023/894 - ITS with regard to the templates for the submission of information necessary for supervision · Art. N/A

Risk Free Rate (RFR)

Risk-Free Interest Rate - General questions

Reporting Templates

(EU) 2023/894 - ITS with regard to the templates for the submission of information necessary for supervision

Own Risk and Solvency Assessment (ORSA)

Guidelines on the Forward looking assessment of own risks

Solvency Capital Requirement (SCR)

(EU) No 2015/35 - supplementing Dir 2009/138/EC - taking up & pursuit of the business of Insurance and Reinsurance (SII) · Art. 168

Reporting Templates

(EU) 2023/894 - ITS with regard to the templates for the submission of information necessary for supervision

Reporting Templates

(EU) 2023/894 - ITS with regard to the templates for the submission of information necessary for supervision

Definitions (Art. 2 IDD)

(EU) No 2016/97 - Insurance Distribution Directive · Art. 2

3521

(EU) 2023/894 - ITS with regard to the templates for the submission of information necessary for supervision

Reporting Templates

(EU) 2023/894 - ITS with regard to the templates for the submission of information necessary for supervision

Reporting Templates

(EU) 2023/894 - ITS with regard to the templates for the submission of information necessary for supervision

Solvency Capital Requirement (SCR)

(EU) No 2015/35 - supplementing Dir 2009/138/EC - taking up & pursuit of the business of Insurance and Reinsurance (SII) · Art. Article 192

3182

(EU) 2017/653 - PRIIPs Delegated Regulation for key information document · Art. Annex II Part 1 Point 4 lit. c

Key information document (KID), Packaged retail and insurance-based investment products (PRIIPs)

(EU) 2017/653 - PRIIPs Delegated Regulation for key information document · Art. point 5 of Annex II of the Delegated Regulation

Advice (Art. 34 PEPP), Freedom to provide services and freedom of establishment (Art. 14 – 16 PEPP)

(EU) 2019/1238 - Pan-European Personal Pension Product (PEPP) · Art. N/A

Own Funds (OF)

Guidelines on classification of own funds · Art. SECTION 2 - Classification of Own Funds

Solvency Capital Requirement (SCR)

(EU) No 2015/35 - supplementing Dir 2009/138/EC - taking up & pursuit of the business of Insurance and Reinsurance (SII) · Art. 187

Key information document (KID)

(EU) No 1286/2014 - PRIIPs Regulation · Art. Annex VI, Art 68 (part 1)

Other, Other

(EU) No 2015/35 - supplementing Dir 2009/138/EC - taking up & pursuit of the business of Insurance and Reinsurance (SII) · Art. 51

Risk Free Rate (RFR)

(EU) No 2009/138 - Solvency II Directive (Insurance and Reinsurance)

Reporting Templates

(EU) 2023/894 - ITS with regard to the templates for the submission of information necessary for supervision

3495

Risk-Free Interest Rate - VA representative portfolios

Solvency Capital Requirement (SCR)

(EU) No 2015/35 - supplementing Dir 2009/138/EC - taking up & pursuit of the business of Insurance and Reinsurance (SII) · Art. 118

Solvency Capital Requirement (SCR)

(EU) No 2015/35 - supplementing Dir 2009/138/EC - taking up & pursuit of the business of Insurance and Reinsurance (SII) · Art. 120

3454

(EU) 2017/653 - PRIIPs Delegated Regulation for key information document

Technical Provisions (TPs), Solvency Capital Requirement (SCR)

(EU) 2023/894 - ITS with regard to the templates for the submission of information necessary for supervision, Revised Guidelines on Contract Boundaries, Guidelines on contract boundaries

Disclosure (Art. 26 – 33, 35 - 39 PEPP)

(EU) 2019/1238 - Pan-European Personal Pension Product (PEPP) · Art. Annex III, Part 3, Section 29 of the Commission Delegated Regulation 2021/473

Reporting Templates

(EU) 2016/2341 - IORP II Directive · Art. N/A

Risk Free Rate (RFR)

Risk-Free Interest Rate - Financial market data

3493

Risk-Free Interest Rate - Extrapolation

Reporting Templates

(EU) 2023/894 - ITS with regard to the templates for the submission of information necessary for supervision

Solvency Capital Requirement (SCR)

(EU) No 2015/35 - supplementing Dir 2009/138/EC - taking up & pursuit of the business of Insurance and Reinsurance (SII) · Art. 84

Technical Provisions (TPs), Solvency Capital Requirement (SCR)

(EU) No 2015/35 - supplementing Dir 2009/138/EC - taking up & pursuit of the business of Insurance and Reinsurance (SII) · Art. 88

Solvency Capital Requirement (SCR)

(EU) No 2015/35 - supplementing Dir 2009/138/EC - taking up & pursuit of the business of Insurance and Reinsurance (SII) · Art. 209

Reporting Templates

(EU) 2023/894 - ITS with regard to the templates for the submission of information necessary for supervision

Solvency Capital Requirement (SCR)

(EU) No 2015/35 - supplementing Dir 2009/138/EC - taking up & pursuit of the business of Insurance and Reinsurance (SII) · Art. 129

Technical Provisions (TPs)

(EU) No 2015/35 - supplementing Dir 2009/138/EC - taking up & pursuit of the business of Insurance and Reinsurance (SII), (EU) No 2009/138 - Solvency II Directive (Insurance and Reinsurance) · Art. Article 33 (2015/35), Article 77 (2009/138)

Risk Free Rate (RFR)

Risk-Free Interest Rate - Deep, Liquid and Transparent maturities

3485

Risk-Free Interest Rate - Deep, Liquid and Transparent maturities · Art. N/A

Consumer protection (Art. 48 – 51 PEPP), Packaged retail and insurance-based investment products (PRIIPs), Public Disclosure, Pensions Reporting

(EU) 2019/1238 - Pan-European Personal Pension Product (PEPP)

Competences of home and host Member States (Art. 7 - 9 IDD)

(EU) No 2016/97 - Insurance Distribution Directive · Art. 8

Other

(EU) No 2016/97 - Insurance Distribution Directive · Art. 8

3461

(EU) No 2015/35 - supplementing Dir 2009/138/EC - taking up & pursuit of the business of Insurance and Reinsurance (SII) · Art. 184

Definitions (Art. 2 IDD)

(EU) No 2016/97 - Insurance Distribution Directive · Art. 2

Other DORA topics

(EU) 2022/2554 - Digital Operational Resilience Act (DORA) · Art. 2(3)(e)