Exclusion disclosure evidence and source custody

INS.06.02officeUnion-wide competence

Purpose and competence

Exclusion disclosure evidence and source custody is maintained for Exclusion disclosure. Its scope follows the office’s mandate: Make exclusions understandable and assessable before a person relies on the policy.

An exclusion is added only after the insured event

Record specification

Record identifier: INS.06.02/R2
Responsible custodian: Exclusion disclosure
Source evidence: exclusion wording; supported rationale; sales context
Decision output: Insurance exclusion disclosure
Publication status: Draft record specification / no signed decision
Review route: Union Ombudsman / Union Court of Justice

Custodian and access

Exclusion disclosure assessment lead → · Public records access procedure

Source catalogue for Exclusion disclosure

Source 1: exclusion wording
Source 2: supported rationale
Source 3: sales context
Receiving purpose: Insurance exclusion disclosure

Access to this record

Exclusion disclosure assessment lead / contact · Public records procedure · Common custody and accessible-format rules