Test a financial product's environmental marketing claim against the Green Guides
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the label and the current advertising, quote any claim about an environmental attribute and note whether it refers to a product, a package, or a service. Do not rewrite the disclosure.
- What the lawyer must review
- Section 260.1 limits the guides to claims about the environmental attributes of a product, package, or service, in marketing to individuals and in business-to-business transactions. Section 260.3 and section 260.4 then address qualifications, overstatement, and unqualified general environmental benefit claims. The lawyer decides whether this financial product's statement is a claim of that kind. A securities disclosure statute was not opened. The guides do not bind the Commission. The lawyer decides what, if anything, changes before the claim is used.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.