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Investment Products and Services

Written by Jess Diaz-Gomes

Quick Summary

If your script has been flagged, it may be because it contains language that resembles personalized financial advice, claims guaranteed or high returns, promotes unregulated financial products, or could be mistaken for solicitation. This applies across a wide range of investment topics, from cryptocurrency and forex to real estate and trading schemes.

The good news is that investment content is broadly supported on Synthesia. Fintech explainers, fraud awareness training, market education, and financial planning content can all be created. The key is keeping the tone educational and informational rather than advisory or promotional. In many cases, adjusting the framing or wording is enough to get your video generated successfully.


How to Fix This

Review your script with these points in mind:

  • Remove any claims of guaranteed or high returns, even when framed as examples, testimonials, or hypothetical scenarios.

  • Avoid scripting personalised investment recommendations tailored to individual circumstances. Keep financial guidance general and educational.

  • Avoid referencing unregistered brokers, unlicensed advisors, or unauthorised trading platforms unless content is clearly framed as a warning or educational example

  • Reframe promotional content about investment products as informational. Focus on what a product is and how it works, rather than encouraging viewers to invest.

  • Include appropriate risk disclosures when discussing speculative or high-risk investments such as crypto, forex, or derivatives.

  • Avoid presenting content as insider information, exclusive financial tips, or advice that implies privileged market knowledge.

  • For investment scam awareness content, focus on general patterns, warning signs, and protection resources. Avoid language that could inadvertently promote a scheme.


What Are My Options?

Not every moderation issue has the same resolution. Depending on your content type and intended audience, there may be more than one compliant path.

If your goal is to...

You should...

Outcome

Share purely factual/descriptive content about how investment products or markets work (no risk-management guidance, scam-prevention education, or market analysis — see row below for those)

Keep your script with informational, non-advisory framing

Stock Avatar

Share educational content about investment fraud/scams, diversification, risk management, or financial regulations

Use a Studio/Personal/Synthetic Avatar (any plan), or an Enterprise workspace with a Stock Avatar

Personal/Studio/Synthetic Avatar

Enterprise

Share market analysis, investment insights, or promote your platform

Switch to a Personal/Studio/Synthetic Avatar - you'll need the depicted individual's consent to attribute these statements or credentials to them

Personal/Studio/Synthetic Avatar

Provide training on investment strategies and risk management for enterprise or corporate audiences

Use a Personal/Studio/Synthetic Avatar in an Enterprise workspace

Enterprise

Guarantee returns or promote unregulated financial products

This content is not supported on Synthesia

Not supported


Examples

Examples Allowed with a Stock Avatar

  • "Forex trading involves exchanging one currency for another in global financial markets. Here's how it works."

  • "This module covers common signs of investment fraud, including pump and dump schemes and fake trading platforms."

  • "Cryptocurrencies carry risks that are important to understand before committing funds."

Examples Allowed with a Personal/Studio/Synthetic Avatar

  • "Diversifying your portfolio across asset classes is a widely recommended risk management strategy."

  • "Here is our analysis of current market trends in the tech sector and what they may mean for your portfolio."

  • "In this video, our financial advisor walks through the investment options available through our platform." (requires the depicted advisor's consent to be represented this way)

  • "This internal training covers market analysis, risk management, and investment strategies for our advisory team."

  • "Hi, I'm James, a certified financial advisor at [Firm]. Here's our analysis of current market trends and what they may mean for your portfolio.” (requires James's consent to attribute these statements and credentials to him)


Suggested Rewording

Use the table below as a quick reference for adjusting your script:

Instead of this

Try this

Outcome

"Invest now and earn guaranteed returns of 15% per month."

"Some investment strategies aim to generate returns over time, though all investments carry risk."

Stock Avatar

"I recommend you put your savings into this fund."

"Here is an overview of how this type of fund works and what to consider before investing."

Stock Avatar

"This exclusive insider tip will help you beat the market."

"Here are some publicly available strategies that investors commonly use to manage their portfolios."

Stock Avatar

"Our members have doubled their money in under a year."

"Past investment outcomes vary. This video explains how this product works, not what returns to expect."

Stock Avatar

"In this video, our advisor breaks down the best options for your portfolio." (Stock Avatar)

"In this video, our advisor breaks down the options available through our platform." (Personal/Studio/Synthetic Avatar)

Personal/Studio/Synthetic Avatar


Key Reminder

✍️ Depending on your content, there may be more than one compliant path. Some changes will make your script suitable for stock avatars, while others may still require a Personal/Studio/Synthetic avatar, an Enterprise workspace, or in some cases, may not be supported on the platform.

If your script was flagged, the guidance above should help you understand both how to edit your content and what type of account or avatar is needed to create it successfully. Feel free to make your edits and try again.

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