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Email signatures for finance professionals
A counterparty checking a finance message needs the business unit and employer identity. Describe your actual function and use company-approved disclosures, keeping account numbers and payment instructions in the controlled transaction process.
Fictional examples. Replace sample credentials and licence numbers with your own verified details.
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What to include
- Regulated entity and approved disclosure text
- Business unit and regulated employer identity
- Actual job function rather than a marketing designation
- Disclosures approved by your compliance team
- Approved corporate profile
- Professional name and a business email address
What to leave out
- Investment performance guarantees
- Images containing your only contact details
- More than one primary call to action
Check applicable local rules and your organization’s policy before using credentials or disclosure text. These examples are not legal advice.
Questions for finance professionals
What should finance professionals put first?
Lead with your name, then your role. Include regulated entity and approved disclosure text where it helps recipients identify you.
Which link belongs in a finance professional signature?
Use a link to your approved corporate profile. Label the destination clearly and check it before pasting the signature into your mail client.