Information and services website for entrepreneurs

Notification of intent to take up the agency activity in the territory of another Member State of the European Union

If you want to provide your services as an insurance agent in another EU country, you must notify the Polish Financial Supervision Authority (KNF).

How to handle a matter

A matter can be hadled:

  • at the office
  • by post

What you should know and who can benefit from the service

Entities entitled to execute the procedure:

An insurance agent who intends to take up the agency activity in the territory of another Member State of the European Union is obliged to notify the supervision authority about the fact.

When should you handle the matter

At any time

Where you can handle the matter

Urząd Komisji Nadzoru Finansowego
Piękna 20, 00-549 Warszawa

What to do step by step

  1. Submit a notification of intent to take up the agency activity in the territory of another Member State of the European Union

In the notification, inform about:

  • the country in which you want to operate
  • the address of your branch
  • the company and the registered office of the insurance company, in the name or on behalf of which you want to act
  • the names and surnames of the persons authorised to manage the branch and represent you

Documents

You can submit a document as:
Oryginał
Additional information

W powiadomieniu agent ubezpieczeniowy wskazuje:

1) państwo członkowskie Unii Europejskiej, w którym działalność ma być wykonywana;

2) adres oddziału lub przedstawicielstwa agenta ubezpieczeniowego w państwie członkowskim Unii Europejskiej, w którym działalność ma być wykonywana, jeżeli oddział lub przedstawicielstwo ma być ustanowione;

3) nazwę i siedzibę zakładu ubezpieczeń, w imieniu lub na rzecz którego agent ubezpieczeniowy ma wykonywać działalność agencyjną w państwie członkowskim Unii Europejskiej;

4) ustanowione ubezpieczenie odpowiedzialności cywilnej lub inną równoważną gwarancję, której wysokość odpowiada co najmniej minimalnej sumie gwarancyjnej określonej w przepisach wydanych na podstawie art. 11 ust. 8, jeżeli agent ubezpieczeniowy nie był zobowiązany do zawarcia umowy ubezpieczenia, o którym mowa w art. 11 ust. 3.

  1. The Authority will forward the notification to the appropriate authority in the EU Member State

The Polish Financial Supervision Authority, within 30 days from the date of notice, forwards the information on the insurance agent's intent to take up the activity to the competent authority keeping the Register of Insurance Agents in the Member State of the European Union in the territory of which the insurance agent intends to pursue the activity, along with information whether the insurance agent is entered in the register kept by supervision authority.

The notification is not forwarded if the Member State of the European Union in the territory of which the insurance agent intends to take up the activity has not expressed its will to receive information.

Time limit

  1. The Authority will forward the notification to the appropriate authority in the EU Member State

The Polish Financial Supervision Authority, within 30 days from the date of notice, forwards the information on the insurance agent's intent to take up the activity to the competent authority keeping the Register of Insurance Agents in the Member State of the European Union in the territory of which the insurance agent intends to pursue the activity, along with information whether the insurance agent is entered in the register kept by supervision authority.

The notification is not forwarded if the Member State of the European Union in the territory of which the insurance agent intends to take up the activity has not expressed its will to receive information.

Time limit

The Polish Financial Supervision Authority will transmit the notification  30 days

  1. Notification of the applicant

The Polish Financial Supervision Authority will inform you that:

1) the information has been forwarded to the relevant authority keeping the Register of Insurance Agents in the Member State of the European Union where you want to pursue the activity of ian nsurance agent, or

2) the Member State of the European Union has not expressed its will to receive such information.

The Polish Financial Supervision Authority makes relevant changes in the register.

How much will you pay

The service is free of charge

How long will you wait

Your case will be settled within one month. This period may be extended to two months, subject to notification by the official.

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