the date of confirmation and (where appropriate) approval;
details of the medium for which the qualifying credit promotion was authorised;
the evidence supporting any material factual statement about qualifying credit in the qualifying credit promotion. For example, for any testimonial they use, advertisers should hold signed and dated proof, including a contact address. Unless they are genuine opinions taken from a published source, testimonials should only be used with the written permission of those giving them; and
A firm should also retain a copy of the qualifying credit promotion as finally published or, if this is not practicable, monitor the published version to verify that it is in substantially the same format as the version which the firm confirmed complied with the rules in this chapter.
Records which should be retained include:
any written qualifying credit promotion used by an adviser; and
any written material which is used in an organised marketing campaign (including, for example, written mailshots whether sent by e-mail, post, facsimile or other media).
MCOB 2.8 (Record keeping) applies to the form in which records required in accordance with this chapter must be kept.