Guides for brokers
Marketing rules, in plain English.
The rules that shape UK broker marketing — financial promotions, network approval processes, record-keeping — explained by a practising adviser, with the sources linked. No jargon, no scaremongering.
Directly authorised
Self-approving your financial promotions as a DA mortgage firm: what the FCA actually requires
No, you don't need external approval for your own posts — and no, the 2024 gateway isn't about you. What the FCA does require: named internal sign-off and proper records. With the FG24/1 and MCOB references.
Network profiles · PRIMIS
PRIMIS financial promotions rules, explained — and how to work well within them
The published timescales (5 working days for adverts, 10 for websites), approval lifespans, the individual Social Media Licence, daily monitoring — and five practical habits for marketing well inside the regime.
More network profiles are being written — Openwork, Stonebridge, HLPartnership and others. Join the waitlist to get them first.