---
title: "Review marketing-fund statements against the disclosure and the franchise rules"
url: "https://ailawframework.com/practice/franchising-and-distribution/review-marketing-fund-statements-against-the-disclosure-and-the-franchis"
type: "task"
site: "AI Law Framework"
id: "A34-T1-R12"
practice_area: "Franchising & Distribution"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Review marketing-fund statements against the disclosure and the franchise rules

> Extract fund contributions, expenditure and the annual statement into a reconciliation table, marking missing line items.

Canonical page: https://ailawframework.com/practice/franchising-and-distribution/review-marketing-fund-statements-against-the-disclosure-and-the-franchis  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Franchising & Distribution](https://ailawframework.com/practice/franchising-and-distribution.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | Extract fund contributions, expenditure and the annual statement into a reconciliation table, marking missing line items. |
| What the lawyer must review | Confirm the current fund-disclosure rules Check any specific-purpose fund additions |
| Written for / versions | 1 jurisdiction versions below |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: Potential support includes preparing preliminary structure or wording and summarising source material. Confirm the tool’s capability and permitted scope.
- What the lawyer does: Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Suggested checking approach based on the task guidance. Complete the assessment for the actual tool, information and jurisdiction.
- Why: The plan reflects the described work and review requirements. Policy colours are not used to determine permission or checking.

## Checks the lawyer makes

1. Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
2. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
3. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

## Notes

- Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Marketing and other specific purpose fund: annual statement, audit and franchisee vote (Franchising Code ss 31 and 61)](https://ailawframework.com/precedents/franchising-and-distribution/specific-purpose-fund-annual-statement-and-audit.md) | Checklist | Yellow | Year-end pack for a marketing, technology or other specific purpose fund: the statement format the Code requires, the 4-month and 30-day deadlines, the audit or the 75% franchisee opt-out vote, the… |

Signed-in accounts can read the full text of each one.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/franchising-and-distribution/review-marketing-fund-statements-against-the-disclosure-and-the-franchis/united-states.md) | Yellow |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*