
Review responsibilities
Have the firm review advertising claims and applicable professional requirements. Do not invent outcomes, guarantees, or endorsements. Ask customer-facing staff which details people need before deciding.
Distinguish wrong-area, wrong-practice, duplicate, and suitable inquiries using firm-approved criteria. Keep unnecessary sensitive details out of marketing reports. Verify the next step while there is still time to correct a problem.
- A written brief
- Named responsibilities
- Agreed review points




