Keep the materials inventory current and watch the market against it

Marketing Compliance policy, §4.1, §5.10, §8

The Compliance Officer maintains an inventory recording, for each material, its identifier and version, title, channels, review history, the sponsor bank submission and approval record, active or retired status, and its use period. A material whose use period has ended or whose underlying claim, rate, fee, or disclosure has changed is retired from every channel and resubmitted before reuse. Materials in market, including partner, affiliate, and influencer content, are monitored against the inventory and the pre-approved language, and non-compliant content is corrected or removed. Materials, drafts past internal review, approval records, review checklists, and revisions are retained for at least seven years from retirement.

Continuous

Inventory updated at each workflow step; expiry checked daily; in-market sweeps ongoing; retention seven years from retirement

Record each material as it moves through the workflow, retire it when its use period ends or its facts change, sweep owned and partner channels for content that is off-inventory or off-language, and hold the file for seven years after retirement.

• Marketing materials inventory

  One row per material and version with status, use period, and approval record

• In-market sweep record

  Date, channels checked, content found off-inventory or off-language, action taken

• Retention schedule entry

  Record class, seven-year period keyed to retirement, location

Compliance Officer

Leela can keep the inventory as materials move through review, flag each approval as its use period ends, and pull published content from connected channels for comparison against the approved version.

Tell Leela about your company to see whether this applies.