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Guidelines · ESMA

Guidelines on cross-selling practices

Published
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AI-generated Summary

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

ReferenceESMA/2016/574
IssuerESMA