Learn how to review and approve Financial Promotions (FP) in a variety of different mediums to ensure they carry the appropriate risk warnings and are clear, fair, and not misleading. Remember to review in a constructive manner that trains staff (or 3rd parties) to get it right. Topics include:
- Classification of High‑Risk-Investments (HRIs)
- Risk Warnings
- Ban on incentives to invest
- Direct Offer Financial Promotions
- Onboarding Frictions
- Authenticity and Viability
- Sensitive Keywords (best to remove)
- Consumer Duty
- Using the project tool to track revisions
- Using the s21 Gateway (INCOMPLETE)
- Manager: Oscar De-bruijn
- Manager: Chris Gomez
- Manager, Course creator, Teacher: Kylie Greeff
- Manager: Michael Lawther
- Manager: Daniel Rajkumar