Are you using social media in your marketing campaigns to help reinforce the key messages of any successful financial and wealth planning business?
- Financial education
- Investment responsibility
- Commitment to the community
- Life and news at your practice
You may be using one or a combination of social media channels:
- X (Twitter)
- YouTube
Do you have the right level of approval for your social media profiles?
| Channel | Marketing Review | Financial Promotions Review | Approval Period | Attestation |
| No | If promotional | One Year | Three months | |
| No | No | N/A | N/A | |
| X (Twitter) | No | No | N/A | N/A |
| YouTube | No | If promotional | One Year | Three months |
Once approved you need to add the approval date onto your profile. SJP Approved [dd/mm/yyy]
You need to add the Partner representative wording to any promotional post, as well as the Financial Promotions Approval wording
[Your practice name] is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
SJP Approved [dd/mm/yyyy]
If you are unsure, you should seek clarification from your PDM.
