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UK financial promotion email

A client email that carries a capital-at-risk line and refuses guaranteed returns.

By Marketeer

1. Step 1

   Mark the brand as uk-fs

   On Brand, set the vertical to UK financial promotions so the Knowledge pack is on.

2. Step 2

   Draft inside the pack

   Write the email using only approved proof points. No past performance unless the warning is in the same copy.

3. Step 3

   Evidence pack

   Export the evidence pack: claims, score, named approver.

4. Step 4

   Compliance yes

   The reviewer is a named human. A logged override needs a reason of 12 characters or more.

Signed-in owners can fork this into their workspace from Workflows.