Financial services
Make the basis
of the claim visible.
Keep sustainability-related marketing connected to its methodology, supporting information and intended audience. Give reviewers a clear record of what the statement means and what supports it.
“A portfolio supporting the transition to a lower-carbon economy.”
- Source
- Illustrative methodology document
- Scope
- Methodology document linked. Underlying holdings assessment remains incomplete.
Three questions before publication
Keep the meaning
within the record.
- 01
The methodology behind the description.
A sustainability term should have an understandable basis in the record. Keep definitions, inputs, limits and relevant versions accessible to the reviewer.
- 02
Coverage is part of the context.
Make data gaps and assessment boundaries visible. A description of an entire product or portfolio raises different questions from a statement about a subset.
- 03
Distribution changes the review.
Keep audience, channel and jurisdiction in the record. Do not assume that a statement prepared for one use has been reviewed for every other distribution context.
Financial services in practice
One statement.
Follow its supporting scope.
Audience and distribution changes the review question.
Explore the claim, evidence and review views. Change the selected context to see where the source supports a defined boundary and where more information is needed.
The proposed description refers to the portfolio’s role in a transition.
This fictional example explains a governance workflow. It is not a customer finding or a legal determination.
FS-0044 · Illustrative record · Interactive
“A portfolio supporting the transition to a lower-carbon economy.”
- Distribution
- UK / EU
- Methodology
- Document linked · Definitions and limits for review
- Holdings assessment
- Incomplete
- Decision
- Pending
- Audience and distribution
- Institutional presentation
Confirm the professional audience, distribution jurisdictions, appropriate disclosures and review route. Methodology alone does not resolve incomplete coverage.
What the words suggest
The proposed description refers to the portfolio’s role in a transition.
What the source covers
A methodology document is linked, but the holdings assessment is incomplete.
What the reviewer needs
Identify the data gap and its significance for the actual wording, audience, jurisdiction and distribution channel.
A practical handover
Different expertise.
A connected decision.
Record the wording, intended audience and distribution materials.
Explain the methodology, data coverage and unresolved assessment limits.
Confirm the applicable financial-sector rules, disclosures and decision route.
Relevant context
Financial-sector rules. Distribution in view.
Financial marketing requires its own regulatory context. The FCA anti-greenwashing rule addresses sustainability-related product and service claims by authorised firms within its scope. EU sustainability disclosures may also be relevant. An SFDR classification is not certification of every marketing statement; general consumer guidance is not a complete securities-marketing framework.
- FCA FG24/3: Anti-greenwashing guidance ↗UK · Finalised guidance; consider the firm, product and communication within scope
- EU Sustainable Finance Disclosure Regulation ↗EU · Sustainability-related disclosures in the financial services sector
Questions from your industry
Understand the scope.
Keep the questions visible.
Related industries illustrate other evidence workflows, not equivalent financial regulation.
Does a label or classification settle the marketing review?
The actual wording, supporting methodology and distribution context still need to be considered. Keep those elements visible in the record.
What if part of the underlying assessment is incomplete?
Record the gap and its significance for the proposed statement. Do not silently present incomplete coverage as full support.
Put your next claim on record
Bring a statement from your next distribution review.
Bring a public or representative statement and the evidence your team uses today. We’ll follow its scope, context and review responsibilities together.
Book your walkthroughYour claims. Your markets. A focused conversation.