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Get the free EEA IMD Cross Border Services Form

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This form is for UK firms to exercise a passport right to provide cross border services in another EEA State under the Insurance Mediation Directive.
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How to fill out EEA IMD Cross Border Services Form

01
Obtain the EEA IMD Cross Border Services Form from the relevant regulatory authority.
02
Fill in your personal and business details in the designated sections.
03
Provide information about the financial services you wish to offer cross-border.
04
Ensure that you include details about the countries you intend to operate in.
05
Attach any necessary documentation to support your application, such as proof of compliance with home country regulations.
06
Review the form for accuracy and completeness.
07
Submit the form to the appropriate authority, either electronically or by mail, as specified.

Who needs EEA IMD Cross Border Services Form?

01
Financial service providers who wish to offer cross-border services within the EEA.
02
Companies looking to expand their operations to other EEA countries.
03
Organizations that require authorization for conducting business in multiple EEA jurisdictions.
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The EEA IMD Cross Border Services Form is a regulatory document used by firms to report their cross-border services under the European Economic Area's Insurance Mediation Directive (IMD).
Financial firms that operate across borders within the EEA and provide insurance mediation services are required to file the EEA IMD Cross Border Services Form.
To fill out the EEA IMD Cross Border Services Form, firms must provide specific details such as the type of services offered, the countries involved, and the regulatory information pertinent to their operations.
The purpose of the EEA IMD Cross Border Services Form is to ensure compliance with the IMD regulations and to facilitate the monitoring and regulation of cross-border insurance mediation activities.
The information that must be reported includes the name of the firm, details of the insurance products offered, countries of operation, and relevant regulatory compliance information.
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