Financial disclaimer examples
Use this concise version when space is limited. Replace the bracketed text and make sure it accurately describes your situation.
This content is for informational purposes only and does not constitute financial, investment, tax or legal advice.
Full financial disclaimer template for investing and crypto
This longer version provides additional context. Review every sentence before publishing and remove language that does not apply.
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.
Financial disclaimer examples by use case
Common uses include investment newsletters, crypto market commentary, personal finance blogs, trading education, fintech tools and product pages that mention potential returns or risks.
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.
What should financial disclaimer examples include?
They should state that content is not personalized financial advice, explain investment risk, note that past performance does not guarantee future results, and encourage independent research or professional advice.
Is “not financial advice” enough?
Usually no. A stronger financial disclaimer also explains risk, limitations, conflicts, assumptions and the educational nature of the content.