Section 1-2 defines the scope of the MSA-G: who is subject to it, what activities are covered, what counts as a "material," who within an organization must comply, and what each company is obliged to do with the guideline itself. This section is often treated as administrative boilerplate, but its practical reach is wide. Both "this only applies to our own MRs" and "this only covers printed promotional pieces" are readings this section explicitly rules out.
The five scope elements in Section 1-2 — the universe of covered entities, the definition of "sales information activities," the definition of "materials," the breadth of covered personnel, and the obligation to translate the guideline into internal rules — work together. Defining all five broadly prevents the obvious workaround: change the form of the conduct without changing its substance, and argue the new form falls outside the rules.
01Covered Entities — Beyond the Marketing Authorization Holder
The MSA-G applies to marketing authorization holders (MAHs), but also to parties that conduct or participate in sales information activities on their behalf — co-promotion partners (even where those partners are themselves MAHs), outsourced contract sales organizations, and wholesale distributors.
A company cannot insulate itself from MSA-G obligations by outsourcing the activity. The MAH retains responsibility for ensuring that all parties acting on its behalf comply with the guideline.
So what: Co-promotion agreements, CSO contracts, and training provided to wholesaler representatives all need to incorporate MSA-G requirements. If a contracted party uses materials or verbal scripts that have not passed through the MAH's internal review process, the MAH bears responsibility.
So why: Problematic promotion has historically been structured through third parties, in part to diffuse accountability. Extending the guideline's coverage to all parties involved in the activity — not just the brand owner — was necessary to make that structure ineffective as a shield.
02Definition of "Sales Information Activities" — Active and Passive Alike
The MSA-G defines "sales information activities" as: providing information with the expectation of promoting sales, through increased recognition of the name, efficacy, or safety of a specific prescription drug — whether the information provision is initiated by the company (active) or by the recipient (passive).
Responding to a physician's unsolicited question counts just as much as proactively visiting a clinic to present data. Disease awareness activities directed at the general public are also included when conducted with the expectation of promoting sales of a specific medicine.
So what: "I was only answering a question the physician asked" does not move the activity outside the MSA-G. Disease awareness programmes framed as patient education are covered if the intent is to increase use of a specific product. Both intent and form are relevant to the determination.
So why: The "passive response" carve-out is easily manufactured — a company can coach physicians to ask specific questions during visits. Including the disease awareness context addresses a pattern where patient education programs were used as promotional vehicles without triggering advertising obligations.
03Definition of "Materials" — Medium and Format Are Irrelevant
The guideline defines "materials" broadly: verbal explanations, video presentations on laptop screens, printed documents, emails, website content, and electronically transmitted data are all covered. What a representative says aloud during a clinical visit is a "material" in the same sense as a printed product monograph.
This has a direct operational implication: the company's internal review and approval process — whichever process is required under Section 2 — must be capable of reaching all of these formats, not just printed pieces.
So what: Verbal explanation scripts, FAQ documents used in field training, and objection-handling guides all fall within the definition of "materials" subject to company-level management. "It's oral, so it doesn't need material review" is not a defensible position.
So why: Tightening the review process for printed materials while leaving oral communication unmanaged would simply shift the problematic activity to the verbal channel. Since verbal communication often has the greatest influence on prescribing decisions, it was the most important channel to include.
04Covered Personnel — Job Title and Department Are Irrelevant
The guideline applies to all personnel engaged in sales information activities, regardless of title or organizational unit. Medical representatives, medical science liaisons (MSLs), medical affairs staff, and marketing personnel are all covered when their work involves providing information about a specific drug with the expectation of promoting its sales.
The test is the nature of the activity, not the name on the business card. Calling someone an MSL rather than an MR does not change the analysis if the substance of what they are doing is sales-oriented information provision.
So what: MSLs and medical advisors who provide product-specific information with a sales-promotion purpose are subject to the MSA-G. There is no exemption based on department name or job classification.
So why: When MR-directed restrictions became more stringent, some companies responded by reclassifying activities as "medical affairs" functions performed by differently titled staff. The activity-based definition closes that reclassification route.
05The Obligation to Translate the Guideline Into Internal Rules
Each MAH is required to establish its own internal rules and standard operating procedures based on the MSA-G, and to ensure that all relevant personnel comply with them. This includes voluntary commitments that go beyond the guideline's minimum requirements, and operational specifics that the guideline itself does not prescribe. Industry associations are similarly obliged to develop their own codes based on the MSA-G, which member companies then use as a further baseline for their own rules.
The guideline sets a floor. It does not specify exactly how each company implements its requirements, but it does require that each company take ownership of that implementation.
So what: A company cannot treat "the guideline doesn't mention this specific scenario" as a reason to leave it unaddressed in internal rules. The obligation is to implement the guideline's purpose and principles across all relevant activities, including situations the guideline text does not explicitly anticipate.
So why: The diversity of business models, product portfolios, and sales channels across the industry makes uniform, prescriptive national rules impractical. Setting a minimum standard nationally and delegating operational specifics to individual companies and industry bodies allows for both consistency and appropriate flexibility.
The five scope elements in Section 1-2 are designed to work together. Covered entities extend to co-promotion partners and wholesalers. The activity definition captures both proactive promotion and reactive responses to questions. Materials include verbal explanations and electronic content. Personnel coverage is based on what people do, not what they are called. And each company must actively translate the guideline into its own internal rules rather than treating it as a self-executing code. The unifying logic is the same throughout: changing the form of the conduct — the title of the person, the format of the material, the passivity of the initiation — does not change what the guideline is designed to reach.