Brand Guidelines Compliance Checklist for Financial Services

# Brand Guidelines Compliance Checklist - Financial Services

## Purpose
Use before publishing any external-facing content to maintain brand consistency across all touchpoints.

## When to Use
A checklist for verifying that marketing materials, website content, and communications adhere to brand guidelines including tone, colours, and messaging.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your financial services business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (Notion)

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## Brand Guidelines Compliance Checklist

### Logo Usage (Owner: Designer / Marketing Manager)
- [ ] Correct logo version used (primary, secondary, or mono as appropriate)
- [ ] Logo has adequate clear space around it (minimum spacing as per guidelines)
- [ ] Logo not stretched, skewed, recoloured, or modified in any way
- [ ] Logo placement consistent with brand guidelines (preferred position)
- [ ] Logo file is high resolution and appropriate format for the medium (SVG for web, EPS for print)

### Colour Palette (Owner: Designer / Marketing Manager)
- [ ] Only approved brand colours used (primary, secondary, and accent)
- [ ] Colour values match exact hex, RGB, or CMYK codes from brand guidelines
- [ ] Sufficient contrast between text and background colours for readability
- [ ] Colour usage proportions follow guidelines (e.g., 60/30/10 rule)

### Typography (Owner: Designer / Content Creator)
- [ ] Approved brand fonts used for all headings and body text
- [ ] Font sizes follow the established typographic hierarchy
- [ ] Line spacing and paragraph spacing consistent with guidelines
- [ ] No more than 2-3 font weights used per design
- [ ] Font licensing verified for the intended use (web, print, or both)

### Tone of Voice (Owner: Content Creator)
- [ ] Writing tone matches brand personality (professional, approachable, authoritative)
- [ ] Australian English spelling used throughout (organise, analyse, colour, centre)
- [ ] Jargon minimised and plain language used where possible
- [ ] Consistent terminology used (same terms for the same concepts across all materials)
- [ ] Content reviewed for any language that contradicts brand positioning

### Imagery & Photography (Owner: Designer)
- [ ] Images align with brand style (lighting, composition, subject matter)
- [ ] Stock photos are from approved sources and properly licensed
- [ ] Image quality suitable for the medium (resolution, file size)
- [ ] Diverse and inclusive representation in people photography
- [ ] Watermarks removed and image credits provided where required

### Final Review (Owner: Marketing Manager)
- [ ] All content proofread for spelling, grammar, and punctuation errors
- [ ] Contact information accurate and consistent across all materials
- [ ] Call-to-action text and links verified and working
- [ ] Material reviewed by a second person before publishing
- [ ] Final version saved in the shared brand assets folder

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**Complexity:** simple | **Setup time:** 10 minutes | **Tools:** Notion

Note: This template has been tailored for financial services businesses in Australia. Adjust terminology and compliance references to match your specific context.