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One of his key objectives is to build relationships with the customers in his territory.
He decides to invite his key customers to a wine-tasting event at a local restaurant.
He feels it will be a fun way to get to know each other without focusing on medical or educational discussions; he can then follow-up with in-office sales calls with the HCPs with whom he’s already built a rapport.
What potential concern(s) does Wei’s plan raise…if any?
A wine-tasting is nice, but getting to know each other over a sit-down meal is more appropriate
Depending upon the cost of the event, he may need to ask his manager for approval
No concerns – Wei’s relationship-building plan is well thought-out
Wei’s plan is problematic from a policy perspective
If local law/regulations permit alcohol in events/engagements with customers, then Wei’s plan is fineWei’s plan is concerning from an optics perspective
Wei’s plan is problematic from both an **optics and policy perspective** – it violates our Code, our guiding principles and relevant policies (including our Interactions with Customers and Anti-Bribery and Anti-Corruption Corporate policies).