Ensuring product and marketing material is clear

Business objective

To ensure all customer literature including marketing brochures, quotations, fund fact sheets, T&Cs, KFI/ KIID and charges literature is clear, easy to understand and treats customers fairly.

Our challenge

Product literature and documentation plays a vital role in helping customers understand and make informed purchasing decisions on financial products. Literature/ comms needs to:


Financial products can be complex and technical; sometimes jargon is unavoidable.

Our solution

Based on more than 500 hours worth of customer conversations, Charterhouse Research has developed a rigorous framework for literature testing. We move far beyond examining suitability of language for the audience to look at. We look at:

The result

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Charterhouse Research is part of MIG Global and part of the Next15 Group.

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