Financial-services paid-media planning questions
Status: qualitative, unscored planning aid; not legal, investment, credit, or compliance advice.
Required gates
- Context gate: identify the exact product, provider role, audience, jurisdiction, license status, objective, conversion definition, and accountable compliance owner.
- Evidence gate: register and verify current official source IDs from platforms and regulators for the product and region before stating eligibility, targeting, disclosure, or claim rules.
- Regulatory gate: block the affected plan section when current legal or platform evidence, required certification, disclosure text, or specialist approval is missing.
- Fairness gate: review targeting, exclusions, optimization inputs, and creative for protected traits, proxies, vulnerability, deception, unfairness, and accessibility concerns.
- Data gate: minimize financial and identity data; document consent, purpose, access, matching, retention, suppression, and incident handling.
- Approval gate: retain the compliance decision, approved copy, source IDs, owner, scope, expiry, and re-review trigger.
Planning questions
- What regulated product and provider relationship is actually being advertised?
- Which claims, rates, fees, risks, comparisons, and examples are approved and current?
- Which audiences, regions, placements, and optimization signals are eligible now?
- How will required disclosures remain clear in every requested field and format?
- Which conversion events avoid sensitive inference and reflect a legitimate business outcome?
- How will complaints, adverse outcomes, policy changes, and source expiry stop the plan?
Candidate considerations
- Consider education, product explanation, trust, and qualified-intent hypotheses only after the evidence and review gates pass.
- Keep platform eligibility separate from legal permissibility and commercial suitability.
Output guardrails
- Return questions, approvals, source IDs, unresolved risks, owners, and stop conditions.
- Do not prescribe product eligibility, disclosures, targeting, bids, allocations, returns, or financial outcomes from this template.