1. ESMA Requirements
Understand the key characteristics, risk and features of investment products – Unit Trusts/OEICs - including transaction costs and tax implications.
Understand the total costs and charges to be incurred by clients in context of transactions in investment products, investment services or ancillary services.
Understand the characteristics and scope of investment services or ancillary services.
Understand how financial markets function and how they affect the value and pricing of investment products on which you provide information to clients.

2. Retail Investment Products
Bonds
Onshore
Offshore
Collectives
OEIC
Unit Trust

3. ESMA 2
Understand the total costs and charges to be incurred by the client in context of transactions in an investment product, investment services or ancillary services.

4. ESMA 3
Understand the characteristics and scope of investment services or ancillary services.

5. ESMA 4
Understand how financial markets function and how they affect the value and pricing of investment products on which you provide information.

6. Summary
Point 1 of the ESMA requirements is based on the features of Retail Investment Products this time Bonds and OEICs/ Unit Trusts.
Points 2 and 3 relate to costs to the client and the characteristics and scope of the services offered.
Point 4 is an introduction to financial markets and how they affect valuation and pricing of investment products.