TMD Distributor Reporting
Under the DDO regime, distributors of financial products must take reasonable steps that will, or are reasonably likely to, result in the distribution of a financial product being consistent with the TMD for that product. This includes obligations to report certain information to issuers, such as for complaints and breaches of product related distribution conditions.
Any significant dealing that is not consistent with a TMD should be reported to Zurich within 10 business days, by completing the “significant Dealings” tab of this form and emailing it to firstname.lastname@example.org.
If you have any other questions or issues, please contact Zurich Product Development at email@example.com