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GLOSSARY

Bundling definition

What does Bundling mean?

The tying of one service or product to the supply of others including some situations where the supply of services are linked through the use of discounts. See also full-line forcing.

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UK MiFID II regime—timeline

UK MiFID II regime—timeline This timeline shows key developments relating to the UK provisions which implemented the recast Markets in Financial Instruments Directive 2014/65/EU (MiFID II) and Assimilated Regulation (EU) 600/2014 (UK MiFIR) (together, the UK's MiFID II framework). For earlier developments, see: Markets in Financial Instruments Directive (MiFID II) and Markets in Financial Instruments Regulation (MiFIR)—timeline (2007–2023) [Archived]. For key developments relating to the EU’s MiFID II framework, see: EU Markets in Financial Instruments Directive (MiFID II) and Markets in Financial Instruments Regulation (MiFIR)—timeline. 2025 Date Source Document Description 9 May 2025 FCA FCA enhances access to investment researchPS25/4: Investment research payment optionality for fund managers The Financial Conduct Authority (FCA) has published policy statement PS25/4, finalising new rules to refine the investment research market by allowing fund managers to combine research and execution costs under a joint payment option, subject to defined guardrails. These changes implement recommendations from the 2023 UK Investment Research Review and feedback from consultation paper CP24/21. As the adoption of the joint payment...

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What is considered advertising of medicinal products?

What is considered advertising of medicinal products? This Practice Note examines the meaning of advertising within the regulatory framework on the advertising and promotion of medicinal products. It considers what activities may constitute advertising and therefore fall within the scope of the strict rules on advertising and promotion of medicinal products. Note that this Practice Note contains references to case law of the Court of Justice of the European Union. For guidance on whether judgments of the Court of Justice are binding on UK courts, see Practice Note: Assimilated law—Assimilated case law . Advertising within the regulatory framework in the UK and EU Not all information referring to a particular medicinal product is considered promotional or constitutes advertising, but it is a fine line that can be difficult to discern with potentially serious repercussions for pharmaceutical companies and other parties involved with the communication of information about medicines. For more information about the potential sanctions and enforcement procedure in the UK, see Practice Note: Enforcement of the rules...

Types of pension scheme investment

Types of pension scheme investment THIS PRACTICE NOTE APPLIES TO OCCUPATIONAL PENSION SCHEMES Main types of pension scheme investment The main asset classes in which occupational pension schemes invest are: • equities (shares) • bonds • cash • real property, and • derivatives Defined benefit (DB) pension schemes may also adopt a Liability Driven Investment Strategy (LDI) which usually uses a range of derivatives to manage inflation, interest rate and other risks. For further information, see: LDI investments below. An investment may be made into the above assets either: • directly, or • indirectly through a collective investment scheme Measures have also been introduced to increase the use of productive finance by pension schemes, ie investments which help support businesses and the wider economy. For more information, see Productive finance, below. Trustees’ duties under statute and trust law when choosing investments When choosing between the various asset classes, trustees must comply with the duties and obligations placed upon them by: • legislation • trust law, and • the scheme’s trust...

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Competition law compliance—dominant position guide for staff

Competition law compliance—dominant position guide for staff 1 What is dominance? 1.1 As a rough rule of thumb, once a business consistently has a market share in excess of 40%, it is likely to be in a dominant position. That market share typically needs to have been maintained for at least two years. However, market shares are not the only factor in determining whether a business is dominant—it will be dominant if it can act, to an appreciable extent, independently of its competitors, customers and consumers in the relevant market. 1.2 When an organisation occupies a position of dominance, it has a ‘special responsibility’ not to allow its conduct to impair genuine competition. Failure to adhere to the ‘special responsibility’ puts a business at risk of abusing a dominant position. Determining what might be abusive is not always clear-cut. 2 Why market dominance is a concern 2.1 Dominant businesses have a special responsibility to ensure their conduct does not distort competition. 2.2 Dominant companies should constantly assess their conduct...

Procurement project plan—legal services

Procurement project plan—legal services Procurement project name [Insert name of the procurement project] Procurement project details [Insert summary of procurement project details] Project manager [Insert name of project manager] Project team members [Insert names of project team members] Project date [Insert project start date] 1 Background summary Consider the organisation’s legal services needs and the role of the legal team in the procurement exercise, incorporating current and future needs based on previous experience. Consider the team’s strategy and, if applicable, the procurement business case for the supply of legal services. Summary of the organisation’s legal services needs and the role of the legal team in the procurement exercise [Insert summary of your organisation’s needs and the role of the legal team] Summary of legal team’s strategy and its decision to buy external legal services [Insert summary of your legal team’s strategy and reasons for buying external legal services] Summary of the legal team’s business case including a summary of current legal costs vs anticipated costs and savings [Insert...

Dive into our 5 Precedents related to Bundling

Are there any pre contractual disclosure requirements for consumer buy-to-let mortgages?

Are there any pre contractual disclosure requirements for consumer buy-to-let mortgages? We refer you to Practice Note: Regulation of consumer buy-to-let lending in the UK. You will note under the section headed 'Conduct of Business Requirements' that the Mortgage Credit Directive Order 2015, SI 2015/910, Sch 2 details the conduct requirements for registered firms, including obligations relating to: • (1) the conduct of business when providing consumer buy-to-let (CBTL) products to consumers • (2) the provision of information free of charge to consumers • (3) knowledge and competence requirements for staff • (4) tying and bundling practices • (5) the provision of clear and comprehensible general information about CBTL contracts • (6) pre-contractual information • (7) information in relation to credit intermediaries • (8) the provision of adequate explanations • (9) the

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Greensill, Gupta get 2027 trial date over US$400m dispute

Law360, London: Administrators overseeing part of the collapse of Lex Greensill's empire will head to trial in October 2027 to seek US$400m from a Swiss insurance company that has accused the financier and one of his major former clients, Sanjeev Gupta, of fraud.

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