Advertising and Marketing Review Checklists

Updated 06/02/2022

This checklist may be used to review advertising and marketing materials. The following are the key areas addressed:
General recommendations
Lending Advertisements: Closed-end, Open-end, and Home Equity Open-End
Deposit Advertisements
Nondeposit Uninsured Investment Products Advertisements Checklist

06/02/2022 – Updated applicable citations (did not highlight as these are minor changes that do not need to be called out)

 

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