Step 02 / Explore the pack
See the register. See who signed it off.
A visual view of what is inside the Insurance and mortgage intermediaries edition, before you open Excel. Choose a tab to explore the illustrative worked example.
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Insurance and mortgage intermediaries
Financial promotions approval pack · illustrative example firm: Wrenfield Cove Intermediaries Limited
- 08
- Live promotions
- 01
- Live without sign-off
- 01
- Reviews overdue
- 01
- Withdrawn
In the example
Flagged first
At the as-at date
Last twelve months
Every promotion with its medium, route, status, next review and flag. All names and promotions are invented.
- FP-001Wrenfield homepage banner for the home insurance add-onLive
Website or app · Own promotion (we are authorised)
Approved 6 Oct 2026Next review 6 Oct 2027On track
- FP-002Paid search advert: home insurance add-on comparisonLive
Paid search or display advert · Own promotion (we are authorised)
Approved 5 Mar 2026Next review 5 Sep 2026Overdue
- FP-003Instagram post: home insurance add-on explainedLive
Social media post · Own promotion (we are authorised)
Approved 14 May 2026Next review 14 Nov 2026Due soon
- FP-004Influencer video promoting the home insurance add-onLive
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 home insurance add-onAmended
Printed material · Own promotion (we are authorised)
Approved 4 May 2026Next review 4 May 2027On track
- FP-007Radio advert: Wrenfield CoverLive
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 home insurance add-onLive
Website or app · Approved by us for an unauthorised person · Nestwise Media Ltd
Approved 1 Sep 2026Next review 1 Dec 2026On track
- FP-009Affiliate landing page for the home insurance add-onWithdrawn
Influencer or affiliate content · Approved by us for an unauthorised person · HomeSure Comparisons 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 home insurance add-onIn review
Real-time (phone, video or in person) · Own promotion (we are authorised)
Approved None
- FP-012Referral offer on the Wrenfield 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 Insurance and mortgage intermediaries edition
Insurance and mortgage intermediaries, including protection advisers. ICOBS 2.2.2R requires information, including a financial promotion, to be clear, fair and not misleading. MCOB 3A.2.1R(1) requires reasonable steps to communicate with mortgage customers in a way that is fair, clear and not misleading. The Consumer Duty communications rules in PRIN 2A.5 also apply.
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.