Guidelines · ESMA
Guidelines on cross-selling practices
Published
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ESMA guidelines (ESMA/2016/574) on cross-selling investment services with other services or products as a package or condition of an agreement, covering disclosure of prices, costs and risks, whether clients can buy components separately, conflicts and staff incentives, and post-sale cancellation, with examples of detrimental practices.
Details
| Reference | ESMA/2016/574 |
|---|---|
| Issuer | ESMA |
Provisions it relates to
- Article 4 MiFID II · DefinitionsESMA rulebook