Marketing Material Checklists

If you are undertaking any marketing and/or promotional activities, you need to be aware of disclosure requirements for both print and presentation formats. IFA-Aust has provided the following 3 checklists to assist in you in complying with these requirements and your legal obligations to not make false or misleading statements or engage in misleading or deceptive conduct:

• Compliance checklist - giving a presentation

• Compliance checklist - promotional material

• Compliance checklist - your website

We hope you will find these to be useful tools when preparing documentation for these activities. You can download the checklists from the Checklists page or by clicking HERE.