Financial website evidence and approvals worksheet
Prepared by Derrick Kityo · Reviewed
Keep important wording beside its source and reviewer. Record the scope of a statement so it stays useful when a product, policy or campaign changes.
Completed fictional business example. No certification, regulatory status or investment outcome is asserted; these are sample publishing records, not FMpay or Tech CFO approvals.
1. Service capability
Example wording or scope
Explain the currently supported service in approved business language.
Source and reviewer
Current capability list · Product owner
Review trigger
A change in capability, market or eligibility.
Your notes
2. Credential or reference
Example wording or scope
Publish only the specific approved statement and its context.
Source and reviewer
Current evidence and permission record · Responsible reviewer
Review trigger
Expiry, changed permission or corrected wording.
Your notes
3. Customer example
Example wording or scope
Describe the agreed project scope without inferring financial outcomes.
Source and reviewer
Approved case copy · Customer-reference owner
Review trigger
An update to the service, permission or customer context.
Your notes
4. Event or resource
Example wording or scope
State the topic, speaker and intended audience accurately.
Source and reviewer
Approved event or publication record · Content owner
Review trigger
A speaker, date, link or edition changes.
Your notes
5. Enquiry route
Example wording or scope
Ask for the business context needed for the next conversation.
Source and reviewer
Agreed form field map · Sales operations
Review trigger
A change in service ownership or receiving system.
Your notes
Use this with your team
Copy the important statements from one real page and include any wording inside images.
Replace each example source and reviewer with current approved material and a named owner.
Rehearse one change across the website, campaign pages and linked documents before handing over publishing.
Source notes
FCA: financial promotions and adverts The relevant business specialists should establish which rules apply to its activities and approve its communications. This worksheet organises content records; it does not approve a financial promotion.