It’s easy to forget that your LinkedIn profile, Facebook page, or Instagram story is still classed as a financial promotion if you’re referencing your firm or services. We’ve seen advisers add posts like “Helped a customer reduce their premium on their life insurance whilst getting them better benefits at XYZ Ltd” without realising they’ve just created a promotion.
With this in mind firms should make sure staff are aware of this, especially if they’re active online. This is about more than compliance — it also supports good outcomes by making sure customers aren’t misled by informal or unverified claims.
Need help? Our Financial Promotions Manuals includes a section on digital and social media to help you stay on track.
