What is the claim, exactly?

Separate an explanation of a service from a guarantee, a calculation or a claim of professional status. If the claim is material, record who can verify it and the document or authority supporting it.

What would a cautious customer ask?

Suitability, eligibility, financial consequences, expected process, costs and alternatives are usually more decision-useful than another paragraph on company passion.

What happens when facts change?

Where rates, rules and policies are relevant, pages need a named review date and an owner. An undated statistic should not quietly become a timeless promise.

What a useful first review should cover

  • Claim and source ledger
  • Clear statement of boundaries and exclusions
  • Content approval and review ownership
  • Readable explanations of costs and process

Avoid unverified endorsements, implied regulator approval or template disclaimers that fail to correct the underlying claim.