Check offer advertising and publicity against the restrictions
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the proposed media releases, social posts, investor presentations and broker material, list every item, its channel and date, and mark items that refer to the offer, against the restrictions that apply before and after lodgment and the permitted statements.
- What the lawyer must review
- The lawyer decides whether each item is advertising or publicity, whether an exception applies, and what must be changed or withheld, and confirms the cleared material is what is published.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | From the proposed media releases, social posts, investor presentations and broker material, list every item, its channel and date, and mark items that refer to the offer, against the restrictions that apply before and after lodgment and the permitted statements. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm unannounced, price-sensitive deal information goes only into a tool approved for inside information and is handled under the deal’s information barrier.
- Check each item’s timing against lodgment and the exposure period.
- Confirm the exception relied on for each permitted item.
- Confirm the published version matches the cleared version.
Sources
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.