Financial Promotion Checklist

There are five key stages to producing financial promotions, which are outlined in this free checklist.

If you follow this five-step process for the production, approval and ongoing review of all your financial promotions, you can be pretty certain that you are meeting best practice standards and doing what the FCA requires of you.

To download the checklist, please fill in the required (*) fields below. We do not sell or give any details to third parties.

Enable is Perivan’s distribution & brand management platform. It is used by organisations like St. James’s Place and Octopus Investments to automate marketing materials’ creation, personalisation and approval. Configurable workflows ensure all content is compliant and approved by the correct people before being used. An audit trail is automatically captured to ensure you comply with FCA regulations.

To learn more about our marketing solutions, please get in touch.