Advertising and Marketing Review Checklists
Updated 09/16/2026
These checklists may be used to review advertising and marketing materials.
Rule: Various
Toolkit: Advertising & Marketing, Audit & Internal Monitoring
Keywords: Advertising, Marketing, Advertising requirements, Credit product advertising, Deposit product advertising, Non-deposit investment product advertising, NDIP advertising, Digital advertising
9/16/2026 – Updated to add considerations for targeted marketing and tracking technologies and to add Regulation DD rounding and accuracy requirements for rates and yields.
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