Cross-selling requirements where insurance is the ancillary product
Tags
Accounts & financeGlossary terms
client
means the person for whom you act and, where the context permits, includes prospective and former clients
in the SRA Financial Services (Scope) Rules, in relation to any regulated financial services activities carried on by an authorised body for a trust or the estate of a deceased person (including a controlled trust), means the trustees or personal representatives in their capacity as such and not any person who is a beneficiary under the trust or interested in the estate
credit agreement
has the meaning given by article 60B(3) of the Regulated Activities Order
MCD
means the Mortgage Credit Directive 2014/17/EU on credit agreements for consumers relating to residential immovable property
MCD credit agreement
has the meaning given in the FCA Handbook
CBTL credit agreement
has the meaning given in the FCA Handbook
Regulated Activities Order
means the Financial Services and Markets Act 2000 (Regulated Activities) Order 2001