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Financial Promotions Templates

Financial promotions must comply with a complex set of requirements, our guide provides a simple checklist for consumer credit lenders and brokers to enable you to establish whether your financial promotion is compliant with FCA requirements. It can be used for each financial promotion created by your firm.

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It contains all requirements from the FCA, including CONC, Consumer Duty and ESG standards.

 

Not sure if your advert is a financial promotion, download our free guide:

Financial Promotions Template Documents

FINANCIAL PROMOTIONS CHECKLIST
£99+VAT

An editable checklist covering FCA requirements, supporting assessment against fair, clear and not misleading rules, content of the promotion, communications, ESG, The Consumer Duty and marketing.

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