Compliance-friendly
by design.
ReportReel does not provide legal or compliance advice. We produce videos inside your existing review process: script approval before production, final-cut approval before delivery, disclosure placement according to your templates, and archive-ready delivery for your records system.
Built to fit your approval process.
The goal is simple: your compliance team sees the words first, the finished cut second, and the complete archive package at delivery.
Script-first review
Compliance reviews the words before production starts.
Disclosure templates
We place your standard disclaimers in the script, captions, and on-screen overlays.
No unapproved publishing
Nothing is sent, posted, or marked final until your team approves it.
Archive bundle
Script, source material, approval record, final cut, captions, and thumbnail delivered together.
Jurisdiction variants
Optional versions for U.S., U.K., EU, Swiss, Hong Kong, Singapore, or internal-only distribution, using your approved language.
Relevant frameworks, your final call.
We reference these frameworks only to design a practical production workflow. Your firm decides classification, approval, disclosure, filing, publication, and retention requirements.
SEC Marketing Rule (17 CFR 275.206(4)-1)
U.S. registered investment advisers
Adviser communications may require careful review around misleading statements, testimonials, endorsements, performance presentation, hypothetical performance, and recordkeeping. We structure production so your team reviews the script before video work begins and receives an archive-ready bundle at delivery.
FINRA Rule 2210
Broker-dealer communications with the public
FINRA communications workflows can involve classification, principal approval, review, filing, standards for fair and balanced content, and retention. We do not classify your communications; we package scripts, cuts, captions, and approvals so your existing process can review them.
FCA COBS, MiFID II, and local financial-promotion rules
U.K., EU, and cross-border wealth firms
Where your firm has approved risk warnings, target-audience language, or regional disclosure templates, we apply those templates to the relevant script and video variant.
Private and internal-only distribution
Client portals, email, WhatsApp, advisor follow-up
Many briefings are not designed as public advertising. We still keep the workflow explicit: source material, approved script, final cut, captions, thumbnail, and disclosure notes delivered as one package.
Approval gates before anything ships.
Each briefing is produced around explicit sign-off, not retroactive cleanup.
Send source material
Forward a market note, CIO letter, deck, commentary draft, or bullet-point update.
Approve the script
We convert the material into a concise voiceover script in your tone. Your team approves the words before production begins.
Review the final cut
Your team reviews the branded video, captions, disclosure placement, and summary copy before anything is marked final.
Archive the bundle
Each delivery includes source material, script, approval record, final cut, captions, thumbnail, and disclosure notes.
ReportReel is not a law firm and does not provide legal or compliance advice. Regulatory references on this page are provided for workflow context. Final responsibility for the compliance status of any communication rests with your firm's compliance team.
What review teams ask.
Does ReportReel provide compliance advice? +
No. ReportReel is not a law firm and does not provide legal or compliance advice. We produce videos inside your existing review process using your approved language.
Can our compliance team review before production? +
Yes. The script is the first approval gate. Video production starts only after your team approves the words.
Can you use our disclosure language? +
Yes. We place your approved disclosures in the script, captions, summary copy, and on-screen overlays according to your template.
How are videos archived? +
Every delivery includes source material, script, approval record, final cut, captions, thumbnail, and disclosure notes so your firm can archive the complete package.
Can you produce jurisdiction-specific variants? +
Yes. We can produce region, audience, or internal-only variants using the language and distribution rules your team provides.
Loop in compliance early.
We can walk your team through the script review, disclosure placement, final-cut approval, and archive bundle before any engagement begins.
Loop in compliance early →