Marketing Compliance
MC-08Keep the materials inventory current and watch the market against it
How Leela would run itContinuous · inventory updated at each workflow step; expiry checked daily; in-market sweeps ongoing; retention seven years from retirement
From the policy libraryThe requirement
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.
- Applies
- Tell Leela about your company to see whether this applies.
- Status
- Setup needed
Tell Leela how you handle it today, or hand it over: see what’s next.
The work
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.
What Leela keepsThe evidence this obligation leaves, as the work happens
Listed from the policy libraryContents
- 01Marketing materials inventoryOne row per material and version with status, use period, and approval record
- 02In-market sweep recordDate, channels checked, content found off-inventory or off-language, action taken
- 03Retention schedule entryRecord class, seven-year period keyed to retirement, location
Evidence
Marketing materials inventory
Marketing Compliance §4.1, §5.10, §8
3
of 3 records
The work and the records come from this obligation in the policy library.