What falls inside the FCA financial promotion perimeter?

Quick answer

What falls inside the FCA financial promotion perimeter?

Any communication - written, spoken, visual, digital - that invites or induces engagement in investment activity, including mortgages, insurance and deposits in scope.

In scope

- Ads, social posts, landing pages - Email, SMS, WhatsApp marketing - Podcasts, webinars, video - Sales scripts

Out of scope (examples)

- Purely educational content with no invitation - Generic market commentary without product specifics - Pure news reporting

Test

"Does it invite or induce?" If yes, s21 rules apply.

Reviewed by Platinum Prospects Editorial. Last updated April 2026.