Financial Promotions
Record, track and demonstrate compliance with financial promotion rules:
Fair, Clear, and Not Misleading Rule
Identifiability as Promotions
Standards for Accuracy and Balance
Approving Financial Promotions
Pricing Claims
Credit Advertisements
Distance Marketing
High-Cost Short-Term Credit Rules
Lender Communications
Past, Simulated Past, and Future Performance
Direct Offer Financial Promotions
Cold Calls and Unsolicited Promotions
Overseas Elements
Restricted Mass Market Investments
Non-Mass Market Investments
UCITS and Feeder Schemes
Record Keeping
Savings Accounts (Summary Box)
Overdrafts