Step 02 / Explore the pack

See the register. See who signed it off.

A visual view of what is inside the Cryptoassets edition, before you open Excel. Choose a tab to explore the illustrative worked example.

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Cryptoassets

Financial promotions approval pack · illustrative example firm: Marlowcrest Digital Limited

Change firm type
08
Live promotions

In the example

01
Live without sign-off

Flagged first

01
Reviews overdue

At the as-at date

01
Withdrawn

Last twelve months

financial-promotions-approval-pack-crypto-workbook-worked-example.xlsxIllustrative data

Every promotion with its medium, route, status, next review and flag. All names and promotions are invented.

  • FP-001Marlowcrest homepage banner for the cryptoasset trading accountLive

    Website or app · Own promotion (we are authorised)

    Approved 6 Oct 2026Next review 6 Oct 2027On track

  • FP-002Paid search advert: cryptoasset trading account comparisonLive

    Paid search or display advert · Own promotion (we are authorised)

    Approved 5 Mar 2026Next review 5 Sep 2026Overdue

  • FP-003Instagram post: cryptoasset trading account explainedLive

    Social media post · Own promotion (we are authorised)

    Approved 14 May 2026Next review 14 Nov 2026Due soon

  • FP-004Influencer video promoting the cryptoasset trading accountLive

    Influencer or affiliate content · Own promotion (we are authorised)

    Approved 5 Jul 2026Next review 5 Jan 2027On track

  • FP-005Monthly customer newsletterLive

    Email or newsletter · Own promotion (we are authorised)

    Approved 4 Jun 2026Next review 4 Jun 2027On track

  • FP-006Printed leaflet for the cryptoasset trading accountAmended

    Printed material · Own promotion (we are authorised)

    Approved 4 May 2026Next review 4 May 2027On track

  • FP-007Radio advert: Marlowcrest ProLive

    Broadcast (TV or radio) · Own promotion (we are authorised)

    Approved 3 Apr 2026Next review 3 Apr 2027On trackFlagged

    Live without sign-off

  • FP-008Partner website article about the cryptoasset trading accountLive

    Website or app · Approved by us for an unauthorised person · Coinbridge Creators Ltd

    Approved 1 Sep 2026Next review 1 Dec 2026On track

  • FP-009Affiliate landing page for the cryptoasset trading accountWithdrawn

    Influencer or affiliate content · Approved by us for an unauthorised person · BlockLedger Daily Ltd

    Approved 31 Jan 2026

  • FP-010Webinar invitation emailApproved

    Email or newsletter · Own promotion (we are authorised)

    Approved 31 Dec 2025

  • FP-011Real-time call script for the cryptoasset trading accountIn review

    Real-time (phone, video or in person) · Own promotion (we are authorised)

    Approved None

  • FP-012Referral offer on the Marlowcrest appDraft

    Website or app · Own promotion (we are authorised)

    Approved None

See the actual workbook · real Excel sheets, rendered from the example file

Built from the same data and formulas as the worked-example workbook, for an invented firm. Every promotion and name is invented.

About the Cryptoassets edition

Authorised firms that communicate or approve promotions of qualifying cryptoassets, and registered cryptoasset businesses that rely on the Financial Promotion Order exemption for registered persons. Qualifying cryptoassets are restricted mass market investments under COBS 4.12A, so an authorised firm that communicates or approves a promotion needs the prescribed risk warning, no incentives and the direct offer conditions. A registered person (a cryptoasset business registered with the FCA under the Money Laundering Regulations) may communicate its own qualifying cryptoasset promotions under article 73ZA of the Financial Promotion Order, unless the exemption is removed by article 73ZA(2), which applies where it breaches a section 55L requirement or a section 137S direction. Principle 7 applies to its promotions (PRIN 3.1.1BR). Approving a promotion for an unauthorised person needs approver permission.

The FCA does not set a template for a promotions register. This pack is a practical structure built on FSMA s21, COBS 4 and FG24/1. Read the financial promotions guide or see the compliance monitoring master pack, which includes a financial promotions review.