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The Guide to Using: Past Performance Data in Financial Promotions

Past Performance Data: Do’s & Don’ts


Past performance data can make your promotions powerful, but only if you use it correctly. 


This guide reveals how to showcase results without crossing compliance lines: display five years of history, use disclaimers that protect you and your audience, and avoid cherry-picking the good times. 


It also dives into APY figures, showing how to balance expectations, highlight risks, and communicate volatility in a way the FCA approves. 


Perfect if you’re using data to tell your story.

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