Financial promotions checklist
Have no fear – use our handy checklist to make sure that the content and styling of your ad ticks all the boxes, and is appropriate to be used as a promotion in line with FCA rules.
If you’re stuck on choosing a ‘yes’ or ‘no’ option, you can refer back to the relevant sections in this guide, which can help you with any changes.
Checklist
- Is all information explained or presented in a logical manner?
- Is it written in plain and intelligible language? Is key information prominently presented and easy to identify?
- Is the information provided relevant and of an appropriate level of detail?
Yes – no changes are required
No – make changes to the promotion
Yes – your promotion must include a representative APR
No – you don’t need any additional information
Yes – Your promotion must include a full representative example
No – a representative example is not required
Yes – Click here for a recap on other finance examples
No – you don’t need any additional information
Yes – no changes are required.
No – make changes to the promotion to ensure these elements are at least as prominent as those triggering the requirement for it to be included.
Unsure?
Yes – no changes are required
No – make changes to the promotion to ensure these elements are at least as prominent as those triggering the requirement for it to be included.
Unsure?
Yes – no changes are required
No – make changes to the promotion
Unsure?
FCA Helpful links
In 2021 the FCA published a case study on a car finance hire purchase promotion, which includes examples of good and bad practice when advertising on social media and websites.