Uwzględnienie preferencji klienta w zakresie zrównoważonego rozwoju przy dystrybucji umów ubezpieczenia na życie o charakterze inwestycyjnym
Integration of Customer’s Sustainability Preferences in the Distribution of Life Insurance Investment Contracts

Summary/Abstract: The article focuses on changes in the process of integrating the customer’s sustainability pref-erences in the analysis of his or her needs and requirements in the context of distribution ofunit-linked life insurance contracts. However, both the interpretation and the assessment of theproper implementation of such new requirements generate some uncertainties. Furthermore,the manner of implementing the Insurance Distribution Directive (IDD) in Polish legal system,adopted by the Polish legislator in the fi eld of advice on the distribution of insurance-basedinvestment products causes doubts as to whether this obligation should be applied directly byinsurance companies and agents.

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