Rule: 69B-162.011 Prev Up Next
| Rule Title: Suitability and Disclosure in Annuity Investments - Forms Required | |||
| Department: | DEPARTMENT OF FINANCIAL SERVICES |
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| Division: | Division of Insurance Agent and Agency Services | ||
| Chapter: | ANNUITY CONTRACTS | ||
Latest version of the final adopted rule presented in Florida Administrative Code (FAC):
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Effective Date: | 5/22/2024 |
| History Notes: | Rulemaking Authority 624.308, 627.4554 FS. Law Implemented 627.4554 FS. History–New 12-25-09, Amended 10-21-14, 5-22-24. | |
| References in this version: |
Ref-16581 Appendix A - Insurance Agent (Producer) Disclosure for Annuities, DFS-H1-1990 Ref-16582 Appendix B - Consumer Refusal to Provide Information - DFS-H1-1991 Ref-16583 Appendix C - Consumer Decision to Purchase an Annuity Not Based on a Recommendation - DFS-H1-1992 |
| Notice / Adopted |
Description | ID | Publish Date |
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|---|---|---|---|---|
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Suitability and Disclosure in Annuity Investments - Forms Required | 28323241 |
Effective: 05/22/2024 |
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Suitability and Disclosure in Annuity Investments - Forms Required | 15148119 |
Effective: 10/21/2014 |
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Suitability and Disclosure in Annuity Contracts-Forms Required. | 7908912 |
Effective: 12/25/2009 |
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