# Fintech Marketing Claim Checklist

Use with [Financial Product Marketing Claim Check](/articles/financial-product-marketing-claim-check).

## What this is not

Not a buy/sell recommendation. Not an endorsement of any app or firm. Not legal advice about advertising law.

## Claim capture

- Product / firm name: ________________________________
- Channel / date: ________________________________
- Verbatim headline: ________________________________

## Claim atoms

| Claim sentence | Type (outcome/fee/risk/AI/social/urgency) | Absolute or vague? | Disclosure match (URL + date) |
| --- | --- | --- | --- |
|  |  |  |  |
|  |  |  |  |
|  |  |  |  |

## Official checks

- [ ] Firm domain typed manually
- [ ] Register / BrokerCheck / local authorization checked if relevant
- [ ] Fee and risk text found outside the ad
- [ ] Deposit-insurance-style slogans verified against official deposit resources if implied

## AI assist limits

- [ ] Extraction only
- [ ] No buy/skip verdict accepted from a model

## Stop rule

Empty disclosure column on an absolute outcome promise -> do not apply or send money.