Marketing and Promotion Checklist

$120.00

A checklist designed to ensure marketing and promotional materials meet the legal and regulatory obligations within financial services and consumer protection laws.

Download Sample PDF

This Marketing and Promotion Checklist is resource to support the requirements outlined in the Marketing Policy which helps meet obligations under the financial services and consumer protection laws, and aligns with ASIC’s guidance in Regulatory Guide RG 234.

It is designed to be used to review any marketing and promotional material prior to distribution, including;

  • websites and social media;
  • TV, print and radio advertisements;
  • outdoor advertising and signage;
  • brochures and mailouts;
  • public / group presentations and seminars;
  • direct marketing activities;
  • key business documents such as letterhead, business cards.

A Marketing Policy  is also available separately or as part of the Marketing Policy Pack, to support the Marketing and Promotional Materials Checklist.


Wright Compliance Management documents are available for immediate download after purchase. All policies contain instructions on how to customise. If you have any queries or need assistance, please contact us.