Email signatures for financial services firms
Regulated firms are usually expected to show who regulates them on business communications, and to warn clients about payment fraud. Sendoff makes that wording part of every signature and keeps it current.
Example with fictional details
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What signatures usually need
- Regulator name and authorisation or licence number
- Not-investment-advice and risk wording where relevant
- A payment-fraud warning: bank details are never changed by email
- A monitoring notice if communications are recorded
General information, not legal advice. Rules differ by country and regulator, so confirm the wording with whoever handles compliance for you.
Write a disclaimer with the free generatorHow teams manage it in Sendoff
- One approved disclaimer across advisers, operations and support
- Departments for entities or regions with different regulators
- Arabic and English signatures for GCC clients
- Activity log of who changed a template and when
One standard, every inbox
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