# The Life Insurance Qualifying Policies (Statement and Reporting Requirements) Regulations 2013, Regulation 3: Exceptions to the requirement to make a statement

Extent: E+W+S+N.I.

A beneficiary is not required to make a statement under paragraph B3(2) of Schedule 15 in the following circumstances—
(a) on the issue of a policy, if—
(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
(ii) that information has not changed since making the application;
(b) on an assignment of a share in any rights under a policy, if—
(i) the beneficiary has previously made a statement under paragraph B3(2) of Schedule 15 in respect of that policy, and
(ii) that information has not changed since making that statement;
(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;
(d) on the occurrence of an event within paragraph B3(1)(e) or (f) of Schedule 15 in respect of a policy, if—
(i) the policy is a protected policy within paragraph A4 of Schedule 15, and
(ii) the policy is a paid-up policy.

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Source: https://www.legislation.gov.uk/uksi/2013/1820/regulation/3 (the official version)
Page: https://openlegislation.uk/life-insurance-qualifying-policies-statement-and-reporting-requirements-regulations-2013/regulation-3
Contains public sector information licensed under the Open Government Licence v3.0. Source: legislation.gov.uk, The National Archives.