Staying Compliant with your Marketing
David Ryder
26 August 2025It is important to consider that whilst it can sometimes be easier to create and share digital content, it can carry the same, if not more weight than printed media. As firms use blogs and social media more often, the potential regulatory risk of not using them correctly can increase. Our team is always on hand to review and provide feedback on any potential online content, be that on social media, blogs, or your website. Our goal is to help you create content that is not only compliant, but also effective in attracting your target audience.
Some of the things we can help you with include:
- Identifying an optimal target audience for your firm’s promotion(s)
- Working with you during the early stages of campaign development to ensure your material engages your target audience optimally
- Formally reviewing your financial promotions in order to provide targeted feedback such as:
- Amendments to wording to target your audience effectively.
- Example compliant wording for risk warnings
- Taking a balanced approach to your promotions in order to ensure compliance whilst not sacrificing effectiveness
- Ultimately, taking a view as to whether your promotion meets the necessary regulatory requirements, and if not, how it can be improved.
- In the members-only area of our website, subscribing members can access exclusive materials that provide extensive guidance on financial promotions. This includes:
- Useful supporting appendices documents
- A financial promotions register
- Our complete Compliance Manual
- An eBook library covering many topics
To learn more about the services mentioned in this article, please feel free to call us on 03300 536061 to have a chat with a member of our team or complete this short form and one of our team will give you a call back. We are always more than happy to discuss how we can support your business, either on a regular on-going basis, or on an ad-hoc basis when you need it.
