This section contains various general rules and guidance on the types of firms that the ICOBS rules apply to and to what extent.

Where there is a chain of insurance intermediaries between the Insurer and the customer, the sourcebook, except ICOBS 2, applies only to the insurance
intermediary in contact with the customer.

ICOBS 2 now applies to all firms in a chain (not just the retail broker) including wholesale brokers, managing general agents and Insurers.

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