Not Financial Advice Disclaimer Template

Short financial disclaimer example

Use this concise version when space is limited. Replace the bracketed text and make sure it accurately describes your situation.

Short copy-and-paste version

This content is for informational purposes only and does not constitute financial, investment, tax or legal advice.

Full financial disclaimer template

This longer version provides additional context. Review every sentence before publishing and remove language that does not apply.

Customizable full template

FINANCIAL INFORMATION DISCLAIMER

The information provided on [Website Name] is for general informational and educational purposes only. It does not constitute financial, investment, tax, accounting or legal advice, and it is not a recommendation to buy, sell or hold any security or financial product.

The information does not take into account your objectives, financial situation or needs. Before making a financial decision, conduct your own research and consult an appropriately qualified professional.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. [Website Name] makes no guarantee regarding the accuracy, completeness or timeliness of the information.

Important: This general template is educational information, not legal advice. Requirements vary by jurisdiction, industry and platform. Have a qualified professional review high-risk or regulated uses.

When to use this template

Personal finance blogs and newsletters
Investment commentary and market analysis
Crypto or trading education
Financial calculators and comparison tools

How to use it

Describe the content as general education rather than personalized advice.
State that investing involves risk and results are not guaranteed.
Avoid implying that disclaimer text permits regulated advisory activity.
Ask a qualified professional to review content if your business is regulated.

Frequently asked questions

Is “not financial advice” enough by itself?

Usually not. The surrounding conduct and claims matter more than a slogan. Explain the informational scope, risks and absence of personalized recommendations.

Can an unlicensed creator discuss investments?

Rules vary by jurisdiction and by whether content amounts to a recommendation or promotion. A disclaimer does not authorize activity that otherwise requires registration or licensing.

Should crypto content use a separate warning?

Crypto content may benefit from specific language about volatility, loss, fraud and regulatory uncertainty, in addition to the general financial disclaimer.