Responsible partner marketing in financial services

Promoting financial services carries responsibilities that do not apply to most other products. Rules on financial promotions exist to protect consumers, and they apply to partners as well as providers. Good habits protect your audience, your reputation and your partnership.

Be clear, fair and not misleading

Every communication should give a balanced picture. If you mention potential benefits, the relevant risks should be just as visible. Avoid language that implies certainty, guaranteed outcomes or easy results.

• Do not promise returns or imply that losses are unlikely.
• Include the risk wording provided for your jurisdiction, prominently.
• Do not present past performance as a guide to future results.
• Make it clear that you are a partner, not the provider.

Use approved materials

Approved resources have already been reviewed for accuracy and required disclosures. Using them is the simplest way to stay compliant. If you want to create something new, ask for a review before it goes live.

Know your audience and your jurisdiction

Marketing rules differ between countries, and some services are not available everywhere. Target your activity at audiences where the services you promote are offered, and follow the local rules that apply to you.