A promotion is (almost) anything with your company name or logo on it that a client might see and you should have an effective process in place to ensure all disclosure and other client related documents are ‘clear, fair and not misleading’. We can help you with drafting, assessing and monitoring the effectiveness of your firm’s financial promotions and disclosure material, including areas such as social media.
“Your professional, expert and focused approach is keeping us up to date with compliance.”
TCS Life and Pensions
Please contact us for further information.