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Why you can write your own client communications

Referring or writing to a UK Limited Company about business borrowing isn’t a regulated activity, so you don’t need FCA authorisation or Compliance sign-off to draft your own version of the Client Share Email, Short Nudge or Social Post. The one exception is the Reciprocal IF ISA: because it involves the director’s own ISA, an investment product, any communication about it is a financial promotion and must use the fixed, pre-approved Client Share Template above, sent exactly as supplied.

If you have any questions related to compliance, please do not make any assunmptions, contact compliance@rebuildingsociety.com for help.

Please note that rebuildingsociety.com does not offer investment advice. Any Financial Promotions related to rebuildingsociety.com must be approved by rebuildingsociety.com before being circulated.

Potential borrowers and lenders must be advised of the risks involved with peer-to-peer lending: lenders could lose their invested capital and any unpaid interest, there is no FSCS protection, and tax treatment may vary.

More information is available from our Compliance team at compliance@rebuildingsociety.com and from our website: https://www.rebuildingsociety.com/risks/