Financial Services Ad Approval Checklist Form
Campaign Details
Ad Name
Product / Service Promoted
Submission Date
Submitted by (Name/Team)
Compliance Checklist
Ad is fair and balanced
Required disclosures present and clear
No misleading or exaggerated claims
Regulatory requirements followed
All fees, rates, and conditions stated
Company info (name, licenses) correct
Contact information visible
Additional Notes
Reviewer
Reviewed by (Name)
Review Date
Reviewer Email