Partners

Partners Marketing Guidelines

As a Winstone Prime Partner, you're authorised to use our brand to promote our services provided that you don't do anything that infringe on Winstone Prime’s intellectual property rights, impersonate or misrepresent Winstone Prime, or cause confusion in the marketplace about your relationship with us.

Read our marketing guidelines below to help support your business growth and make client conversion easier than ever:
  • Partners aren’t permitted to set up websites, domain names or social media profiles using any of our trademarks, or to actively bid on branded keywords such as “Winstone Prime” or any similar variations.

  • Please note : While we offer general market information and updates to our clients and Partners, Winstone Prime isn't licensed to provide clients with personal trading advice. This includes information that takes into account their personal circumstances, financial situation or needs.

  • Partners are only permitted to use official Winstone Prime marketing tools provided via Tools & Resource on our partners site.

  • Please ensure that your materials don't induce a consumer to acquire our products or services by representing that they'll receive a rebate, commission or other benefits (after the contract is made).

Please refrain from using the following in your advertising or marketing material:

  • Any statement that there’s little or no risk of the investor losing their principal or not being paid interest;

  • Any open-ended promise about a benefit if it’s likely that circumstances will change so that the promise will become misleading;

  • Statements that are materially false or materially misleading and are likely to induce a person to apply for the product;

  • Conduct that’s misleading or deceptive, or is likely to mislead or deceive;

  • Any regulatory body’s logo or representation that the material / advice / product / service is not approved by a regulator;

  • Definitive statements about possible outcomes or returns;

  • Disproportionate prominence of benefits over risk in obtaining those benefits; or
  • Conduct that’s liable to mislead the public as to the nature, characteristics and suitability for their purpose of a financial product.

  • You should also avoid using the following words or statements: secure / secured, guaranteed, safe, first ranking, no fees, independent, impartial, unbiased, stockbroker, sharebroker, futures broker, insurance broker, insurance broking, general insurance broker, life insurance broker, free, gratis.

  • It's important to provide a balanced view of a product and not over-emphasise the benefits of the investment without weighing up the risks.

  • Any marketing material that you publish promoting a product or a particular benefit of a product should also contain a statement about the risks associated with obtaining the benefit or product.

  • Where you make a promise about a benefit that's likely to change if the circumstances change, your material should include a prominent statement that circumstances may change.

  • All marketing material must contain a sufficiently prominent risk warning / disclaimer that's consistent with the rest of the advertisement.

  • If the material is referring to prospective financial information, include the statement "The information is predictive in character; may be affected by inaccurate assumptions or by known or unknown risks and uncertainties; and may differ materially from results ultimately achieved."

  • Prospective financial information means financial information based on assumptions about events that may occur in the future and possible action by the entity.

  • Any prospective information should only be used if there are reasonable grounds to provide that information.

  • If there are no reasonable grounds, then using prospective information can be taken to be misleading.
  • The compared products should have sufficiently similar features to make the comparison relevant and not misleading.

  • When highlighting a feature of a product, the other key features, particularly risks and drawbacks, should be equally visible for the consumer.

  • Any limitations of the comparison should be clearly disclosed, accurate and relevant. Comparisons of benefits and returns should be accurate, balanced, and have a reasonable basis.
  • Images should be consistent with any qualifying statements in the material, and shouldn’t contradict, detract or reduce the prominence of qualifying statements.

  • Where the material uses images associated with success, wealth, safety or security, this shouldn’t distract from any contrasting message about risk or drawbacks of the product. Images shouldn’t misrepresent the nature or scale of the product or Winstone Prime’s business. Where tables, diagrams, graphs, charts and maps are used, captions or keys that explain any assumptions should be included.

  • Tables, diagrams, graphs, charts, and maps should be presented in the simplest way possible, providing clear assumptions along with captions.

  • Where tables, diagrams, graphs, charts, and maps are used, the source should be included or referenced.
  • Please consider the likely audience of the advertising material, and ensure that the information provided is appropriate for that audience.

  • The advertisement shouldn’t state or imply that a product is suitable for a particular class of consumers.

  • Don’t target people under the age of 18 years, as Winstone Prime can’t accept them as customers.

General rules

  • Partners aren’t permitted to set up websites, domain names or social media profiles using any of our trademarks, or to actively bid on branded keywords such as “Winstone Prime” or any similar variations.

  • Please note : While we offer general market information and updates to our clients and Partners, Winstone Prime isn't licensed to provide clients with personal trading advice. This includes information that takes into account their personal circumstances, financial situation or needs.

  • Partners are only permitted to use official Winstone Prime marketing tools provided via Tools & Resource on our partners site.

  • Please ensure that your materials don't induce a consumer to acquire our products or services by representing that they'll receive a rebate, commission or other benefits (after the contract is made).

References to avoid

Please refrain from using the following in your advertising or marketing material:

  • Any statement that there’s little or no risk of the investor losing their principal or not being paid interest;

  • Any open-ended promise about a benefit if it’s likely that circumstances will change so that the promise will become misleading;

  • Statements that are materially false or materially misleading and are likely to induce a person to apply for the product;

  • Conduct that’s misleading or deceptive, or is likely to mislead or deceive;

  • Any regulatory body’s logo or representation that the material / advice / product / service is not approved by a regulator;

  • Definitive statements about possible outcomes or returns;

  • Disproportionate prominence of benefits over risk in obtaining those benefits; or
  • Conduct that’s liable to mislead the public as to the nature, characteristics and suitability for their purpose of a financial product.

  • You should also avoid using the following words or statements: secure / secured, guaranteed, safe, first ranking, no fees, independent, impartial, unbiased, stockbroker, sharebroker, futures broker, insurance broker, insurance broking, general insurance broker, life insurance broker, free, gratis.

Benefits and risks

  • It's important to provide a balanced view of a product and not over-emphasise the benefits of the investment without weighing up the risks.

  • Any marketing material that you publish promoting a product or a particular benefit of a product should also contain a statement about the risks associated with obtaining the benefit or product.

  • Where you make a promise about a benefit that's likely to change if the circumstances change, your material should include a prominent statement that circumstances may change.

  • All marketing material must contain a sufficiently prominent risk warning / disclaimer that's consistent with the rest of the advertisement.

  • If the material is referring to prospective financial information, include the statement "The information is predictive in character; may be affected by inaccurate assumptions or by known or unknown risks and uncertainties; and may differ materially from results ultimately achieved."

  • Prospective financial information means financial information based on assumptions about events that may occur in the future and possible action by the entity.

  • Any prospective information should only be used if there are reasonable grounds to provide that information.

  • If there are no reasonable grounds, then using prospective information can be taken to be misleading.

Comparison between products

  • The compared products should have sufficiently similar features to make the comparison relevant and not misleading.

  • When highlighting a feature of a product, the other key features, particularly risks and drawbacks, should be equally visible for the consumer.

  • Any limitations of the comparison should be clearly disclosed, accurate and relevant. Comparisons of benefits and returns should be accurate, balanced, and have a reasonable basis.

Photographs, diagrams, images and examples

  • Images should be consistent with any qualifying statements in the material, and shouldn’t contradict, detract or reduce the prominence of qualifying statements.

  • Where the material uses images associated with success, wealth, safety or security, this shouldn’t distract from any contrasting message about risk or drawbacks of the product. Images shouldn’t misrepresent the nature or scale of the product or Winstone Prime’s business. Where tables, diagrams, graphs, charts and maps are used, captions or keys that explain any assumptions should be included.

  • Tables, diagrams, graphs, charts, and maps should be presented in the simplest way possible, providing clear assumptions along with captions.

  • Where tables, diagrams, graphs, charts, and maps are used, the source should be included or referenced.

Target audience

  • Please consider the likely audience of the advertising material, and ensure that the information provided is appropriate for that audience.

  • The advertisement shouldn’t state or imply that a product is suitable for a particular class of consumers.

  • Don’t target people under the age of 18 years, as Winstone Prime can’t accept them as customers.