New under MiFID II is the further specification of incidental services:
- There is a close connection between a commercial service and an investment service provided to a client. The investment service must be secondary to the commercial service.
- Providing incidental investment services is not a systematic source of income for the commercial service provider.
- The commercial service provider does not advertise or generally promote providing investment services. The commercial service provider may only provide a description of these services to its client additional to the commercial service.