Advertising and Marketing Review Checklists

Updated 11/21/2023

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

The following are the key takeaways of the changes:

  1. Updated with all new weblinks for all regulatory citations and added additional requirements (all updates are highlighted yellow)




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