compliance-statement-library

When to Use

• Assembling marketing campaigns, sales decks, or product pages requiring disclosures.
• Responding to regulator/legal review comments.
• Updating messaging after rate changes, product updates, or new regulations.

Framework

1. Statement Catalog – define taxonomy (product, channel, audience, regulation, status).
2. Approval Metadata – reviewer, date, expiration, evidence references, risk level.
3. Usage Guidelines – instructions on required pairing, placement, and typography.
4. Localization & Accessibility – translations, readability requirements, alt-text guidelines.
5. Change Control – versioning, diffs, and notification hooks for GTM teams.

Templates

• Disclosure record form with required fields (text, context, owner, evidence, reviewer).
• Usage checklist to confirm placement and pairing rules.
• Version change log referencing prior statements.

Tips

• Link statements to product SKUs/offers so updates cascade automatically.
• Store short and long-form variants for different channels (email vs landing page).
• Pair with review-financial-campaign and build-product-go-to-market for automation.

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