{
  "url": "https://openlegislation.uk/life-insurance-qualifying-policies-statement-and-reporting-requirements-regulations-2013/regulation-3",
  "json_url": "https://openlegislation.uk/life-insurance-qualifying-policies-statement-and-reporting-requirements-regulations-2013/regulation-3.json",
  "legislation": "uksi/2013/1820",
  "legislation_title": "The Life Insurance Qualifying Policies (Statement and Reporting Requirements) Regulations 2013",
  "legislation_url": "https://openlegislation.uk/life-insurance-qualifying-policies-statement-and-reporting-requirements-regulations-2013",
  "path": "regulation/3",
  "kind": "regulation",
  "number": "3",
  "heading": "Exceptions to the requirement to make a statement",
  "text": "A beneficiary is not required to make a statement under paragraph B3(2) of Schedule 15 in the following circumstances—\n(a) on the issue of a policy, if—\n(i) the information that must be included in a statement has been provided to the issuer in connection with the application for the issue of that policy, and\n(ii) that information has not changed since making the application;\n(b) on an assignment of a share in any rights under a policy, if—\n(i) the beneficiary has previously made a statement under paragraph B3(2) of Schedule 15 in respect of that policy, and\n(ii) that information has not changed since making that statement;\n(c) on a deceased beneficiary event, if before the event the beneficiary is a beneficiary under the policy in relation to which the event occurs;\n(d) on the occurrence of an event within paragraph B3(1)(e) or (f) of Schedule 15 in respect of a policy, if—\n(i) the policy is a protected policy within paragraph A4 of Schedule 15, and\n(ii) the policy is a paid-up policy.",
  "extent": "E+W+S+N.I.",
  "status": null,
  "version": "current",
  "annotations": [
    {
      "type": "F",
      "label": "F1",
      "text": "Reg. 3(d) and word substituted for word (26.3.2015) by The Life Insurance Qualifying Policies (Statement and Reporting Requirements) (Amendment) Regulations 2015 (S.I. 2015/544), regs. 1, 2(2)"
    },
    {
      "type": "I",
      "label": "I1",
      "text": "Reg. 3 in force at 12.8.2013, see reg. 1(1)"
    }
  ],
  "outstanding_effects": [],
  "provenance": {
    "source": "legislation.gov.uk",
    "source_url": "https://www.legislation.gov.uk/uksi/2013/1820/regulation/3",
    "retrieved_at": "2026-10-29T00:47:09.835824+00:00"
  },
  "licence": "Open Government Licence v3.0",
  "licence_url": "https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/",
  "attribution": "Contains public sector information licensed under the Open Government Licence v3.0. Source: legislation.gov.uk, The National Archives."
}