Financial Promotions Register & Stationery Templates

• Financial Promotions Register – Excel Document
• Stationery Templates for Sole Trader, Limited and Partnerships
  • Letterhead – Word Documents
  • Compliment Slip – Word Documents
  • Business Card – Word Documents
  • Email Disclaimer – Word Documents

Designing compliant stationery isn’t as easy as it sounds, which is why we produced examples that firms can use as a template for their own.  Whether you are producing a letterhead, compliment slip, business card or email disclaimer, there are certain rules that you need to follow.  Not only should your stationery meet the Financial Conduct Authority rules, but also Companies House, if you are a limited company.  For guidance on what should be included we suggest you refer to our Financial Promotions Manual.

FORMAT: All documents are downloadable via email upon receipt of payment.

Written & reviewed by the Ecompli founder — With over 20 years in financial services and having founded Ecompli in 2006, our compliance documents are written by a specialist with hands-on expertise in FCA regulation across the mortgage, general insurance, equity release, and insurance claims handling sectors. Every guide and template is personally developed to turn complex regulatory requirements into clear, practical tools your firm can actually use.

There are plenty of free templates and AI-generated documents available online. The challenge is knowing whether they genuinely reflect FCA requirements, align with Consumer Duty expectations and work in practice for your firm. Our documents are written by Ecompli’s founder and are designed specifically for regulated firms. Every manual, register and template is created to provide practical, usable guidance that supports implementation,  helping firms move beyond theory and into demonstrable compliance.