Regulations Governing Cross-selling Activities Among Subsidiaries of a Financial Holding Company Article 7
When subsidiaries of a financial holding company conduct cross-selling, their business operations, service personnel, and services shall be made easily identifiable by customers, and operations shall be handled in accordance with the following regulations:1. The business premises where cross-selling is conducted shall clearly and conspicuously indicate the name of the company providing services of the other businesses and the cross-selling service items.2. When service personnel conducting cross-selling provide services of other businesses, they shall declare and ensure that customers understand that they are engaging in marketing activities for other businesses, and shall proactively present their qualifications or licenses as required by the relevant laws, regulations, and administrative orders of the competent authority.3. When service personnel conducting cross-selling provide services of other businesses, they shall declare and ensure that customers understand the distinction between the provision of such products or services and the company's own core business, as well as the allocation of liabilities between the core business and the other businesses in the event of a consumer dispute.4. When a subsidiary of a financial holding company enters into a product or service contract with a customer, it shall clearly disclose the material contents and trading risks of the contract to the customer, and shall, based on the nature of the product or service, specify whether it is protected by deposit insurance, Insurance Guaranty Fund, or other relevant protection mechanisms.Subsidiaries of a financial holding company shall file the contents of the terms and conditions of the product and service contracts referred to in Subparagraph 4 of the preceding paragraph with the trade association to which the subsidiary belongs, send a copy to the FSC, and publish them on the website of each subsidiary engaged in cross-selling.
中文原文 金融控股公司子公司間共同行銷管理辦法第7條
金融控股公司之子公司間進行共同行銷，其營業、業務人員及服務項目應使客戶易於識別，並應依下列規定辦理：
一、辦理共同行銷之營業場所，應顯著明確標示所提供他業服務之公司名稱及共同行銷之服務項目。
二、辦理共同行銷之業務人員，進行他業服務時，應表明並使客戶暸解係從事他業之行銷行為，並主動出示符合主管機關之相關法規及行政命令所規定之資格或證照。
三、辦理共同行銷之業務人員，進行他業服務時，應表明並使客戶暸解提供該商品或服務與本業業務之區別及發生消費糾紛時，本業與他業之責任歸屬。
四、金融控股公司之子公司與客戶簽訂商品或服務契約時，應向客戶明確揭露契約之重要內容及交易風險，並依該商品或服務之性質，註明有無受存款保險、保險安定基金或其他相關保護機制之保障。
金融控股公司之子公司應將前項第四款之各類商品及服務契約之條款內容，向其子公司所屬之同業公會報備及副知本會，並於各共同行銷子公司之網站公告。
一、辦理共同行銷之營業場所，應顯著明確標示所提供他業服務之公司名稱及共同行銷之服務項目。
二、辦理共同行銷之業務人員，進行他業服務時，應表明並使客戶暸解係從事他業之行銷行為，並主動出示符合主管機關之相關法規及行政命令所規定之資格或證照。
三、辦理共同行銷之業務人員，進行他業服務時，應表明並使客戶暸解提供該商品或服務與本業業務之區別及發生消費糾紛時，本業與他業之責任歸屬。
四、金融控股公司之子公司與客戶簽訂商品或服務契約時，應向客戶明確揭露契約之重要內容及交易風險，並依該商品或服務之性質，註明有無受存款保險、保險安定基金或其他相關保護機制之保障。
金融控股公司之子公司應將前項第四款之各類商品及服務契約之條款內容，向其子公司所屬之同業公會報備及副知本會，並於各共同行銷子公司之網站公告。