FCA Financial Promotions Toolkit
Audit checklist, promotions register, and plain English guidance notes for UK leasing brokers. All in one Excel file.
- Audit every customer-facing asset
- Track promotions with a proper register
- Understand the rules in plain English
Get the free toolkit
Guidance only. Not legal advice. You can unsubscribe at any time.
Done: check your inbox. The toolkit is on its way.
Three tools in one Excel file
Everything you need to review your current marketing, track your financial promotions, and understand the rules that apply to you.
Audit Checklist
Walk through every customer-facing asset against FCA requirements. Website pages, social posts, email campaigns, brochures: nothing gets missed.
Promotions Register
Track every financial promotion with approval status, review dates, and the responsible person. The register the FCA expects you to keep.
Guidance Notes
Plain English summary of the key FCA rules that apply to vehicle leasing brokers. No jargon, no legalese. Just what you actually need to know.
Independent UK vehicle leasing brokers
If you're a leasing broker communicating finance options to customers, FCA financial promotions rules apply to you. That includes your website, your social media, your email campaigns, and any printed materials that reference pricing, APR, or monthly payments.
Most brokers know the rules exist. Fewer have a system for staying compliant. This toolkit gives you one.
Want the full breakdown? Read our complete guide to FCA financial promotions rules for leasing brokers.
Non-compliance isn't just a regulatory risk. Communicating a financial promotion without proper approval is a criminal offence, carrying penalties of up to 2 years' imprisonment and an unlimited fine.
Get the toolkit
Enter your details below and we'll send the toolkit straight to your inbox.
Guidance only. Not legal advice. You can unsubscribe at any time.
Done: check your inbox. The toolkit is on its way.