Templates
Financial Promotions Approval Template
Structured register to track financial promotions, approval sign-offs, Consumer Duty checks, and review dates.
XLSXfinancial promotions • COBS • template
What's inside
- •Dashboard summarises total promotions, approvals, pending reviews, and high-risk flags using live formulas.
- •Register sheet includes status drop-downs, risk rating, and Consumer Duty validation prompts.
- •README tab provides usage guidance, suggested workflow, and how to extend the log.
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