Finance · Business Development & Marketing
Brand guidelines
A rulebook setting out how a financial firm's name, logo, colors, and language may be used across all materials.
What it usually contains
- Logo versions, sizing, and clear-space rules
- Approved color palette and typefaces
- Tone of voice and naming conventions
- Templates for pitch decks, reports, and stationery
- Required disclaimers and regulatory wording placement
What the assistant uses it for
Answer questions about correct logo use, brand colors and fonts, how to phrase or format client-facing materials, and where mandatory disclosures must appear.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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