of tomorrow.Capital at risk.JPG / Campaign creative
JPG · PNG
Review promotionsCheck every promotion.
Check every promotion.
Fix it before it goes out.
Upload it or paste the link. Connor lists every issue with the fix, and your approver decides.
FindingsEvery issue says
Every issue says
what to change.
Your words, the fix and the rule it breaks, ranked by severity.
Only what appliesThe rules for your markets.
The rules for your markets.
No others.
Pick the company, the markets and the products. Connor shows how many rules apply before it starts.
Files and linksAny format.
Any format.
One check.
Images, video, PDFs, social posts and web pages.
Files
Socials
Submission to approval
Every promotion has
a clear next step.
See what needs review, who owns the decision and which version is approved. Keep every hand-off in one place.
Promotions/Review queue
Marketing & complianceAll promotions
Submission to sign-off| Promotion | Status | Reviewer |
|---|---|---|
| Approved | Alex | |
| Awaiting review | Sam | |
| Changes requested | Alex | |
| In review | Sam |
Promotion recordVersion 2
Harbour campaign
harbour-campaign.mp4
ApprovedAssigned reviewer
AlexCompliance
AlexCompliance- Submitted for review
Mia · Version 1 · Assigned to Alex
- Changes requested
Alex · Keep the risk warning visible for longer.
- New version submitted
Mia · Version 2 · Risk warning updated
- Version 2 approved
Alex · Decision saved with the creative
Approval recorded
Alex approved version 2.
Submit and assign.
Upload the creative or paste a supported social link. Choose the reviewer responsible for the decision.
Review and revise.
Discuss specific findings, request changes and submit the updated version.
Approve and retain.
Record who approved which version, with the discussion and review history attached.
Collaboration
Every comment stays
with the creative.
Marketing and compliance work through the details together. Pin the feedback, bring in a colleague and keep the replies with the version.
harbour-campaign.jpgVersion 1
harbourWEALTH & INVESTING
Make more
of tomorrow.
of tomorrow.
Capital at risk. The value of investments can go down as well as up.
Feedback, attached to the exact detail.
Discussion
@Mia Could we make the risk warning larger? It needs to be readable beside the headline.
Enlarged in version 2. @Sam, could you check the wording?
The wording matches the product guide.
Updated creativeVersion 2 · Uploaded by Mia
Point to the detail.
Anchor a comment to an image area, a PDF page or a moment in a video.
Bring in a colleague.
Mention someone in the thread. They get a notification and a link to the discussion.
Keep the conversation.
Follow the replies and revised creative without losing the earlier feedback.
Audit & exportEvery version.
Every version.
One complete record.
Trace the promotion from first upload to final approval. Keep the creative, findings, comments and decisions together, including who changed or approved each version.
Download the full history and review details as a PDF for internal audit or to provide to a regulator.
- Original and revised versions
- Findings, rules and discussion
- Approvals and decision history
Harbour campaignReview history
- v1Creative uploadedMia · Original version retained
- Changes requestedAlex · Comment at 00:12
- v2Updated version approvedAlex · Approval and discussion saved✓
PDF reportThe details travel
The details travel
with the decision.
A downloadable record of the promotion and its review history.
MarketsNine markets, 14 regulators.
Nine markets, 14 regulators.
One check.
548 rules in 38 rulebooks. Tick where the promotion runs, and Connor checks only the rules that apply.
United KingdomFCA · ASA · CMA · ICO
European UnionESMA
CyprusCySEC
IrelandCentral Bank of Ireland
United StatesSEC · FINRA · FTC
AustraliaASIC
UAECMADIFCDFSAADGMFSRAThe rules, explained
Read the rules we check against.
Guide
Financial promotions: the UK rules explained
What counts, who may communicate one and the standard every promotion must meet.
Read ↗GuideCFD risk warning wording
The FCA's exact text for websites, social posts and character-limited ads.
Read ↗GuideFinfluencer rules in the UK
When a post needs approval, and what firms must do about their influencers.
Read ↗Questions
What teams ask first.
Does Connor approve promotions?
No. Connor tells you what is wrong and how to fix it. A named approver in your firm decides every version.
Which jurisdictions does it cover?
Nine markets, in any mix: the UK (FCA, the ASA’s CAP Code and consumer law), the EU (ESMA), Cyprus (CySEC), Ireland (Central Bank of Ireland), the US (SEC, FINRA and FTC), Australia (ASIC), the UAE (CMA), DIFC (DFSA) and ADGM (FSRA). That is 548 rules in 38 rulebooks, and each promotion is checked only against the ones that apply to it.
What files can it check?
Images (PNG, JPEG, GIF and WebP) and carousels, videos (MP4, MOV and WebM) including what is said in them, PDFs of up to 20 pages, pasted copy, social posts by link, and web pages.
Can we use our own rules?
Yes. Switch rules off, change how serious they are, or add your own house rules. We can build rulebooks from your policies during onboarding.
How is it priced?
A monthly platform fee, plus credits for each promotion checked. Both depend on your usage. Approvals, comments and reports don’t use credits. Your first week is a free trial.
How long does it take to get started?
About a week. A first call sets up your account and invites your team. An onboarding call then takes you through uploading promotions and adjusting the settings. During your free trial week we bring in your policies, build your own rulebooks and calibrate the checks with you until you are happy with the results. Then you move to a paid plan, or end the trial.
Next stepBring a promotion.
Bring a promotion.
See the review.
We check promotions like yours in front of you, then set your team up and give you a week’s trial on us.
Book a demo Your content. Your rules. A clear next step.