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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.

✍️ This category can be more widely permissible with the use of Custom Avatars or from a Corporate account. With attribution given to a likeness that is not a stock avatar and the credibility inherent from a sales-led entity using the platform, we can allow for a more holistic approach to discussing investment products and services with Synthesia.


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 personalized investment recommendations tailored to individual circumstances. Keep financial guidance general and educational.**

  • Avoid referencing unregistered brokers, unlicensed advisors, or unauthorized 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.**

** - unless you are using a custom avatar or have a corporate account!


Examples

Compliant Examples

  • "Forex trading involves exchanging one currency for another in global financial markets. In this video, we explain how it works and what to look out for."

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

  • "Diversifying your portfolio across different asset classes is a widely recommended strategy for managing long-term risk."

  • "Cryptocurrencies are digital assets that operate on blockchain networks. Like any investment, they carry risks that are important to understand before committing funds."

  • "Before using any investment platform, always verify that the provider is registered with the relevant financial authority in your country."

Examples That May Trigger Moderation

  • "Invest now and earn guaranteed returns of 15% every month — our members never lose money."

  • "Based on your financial situation, I recommend putting 80% of your savings into this crypto fund immediately."

  • "This exclusive insider tip will help you get ahead of the market before everyone else finds out."

  • "Join our investment group today — members have doubled their money in under a year."

  • "Our offshore trading platform offers returns that regulated brokers simply cannot match."


Suggested Rewording

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

Instead of this

Try this

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

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

"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."

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

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

"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."

"Sign up with [unlicensed platform] for the best forex returns."

"When choosing a forex platform, look for providers that are registered with a recognized financial regulator."

"This crypto opportunity is risk-free and highly profitable."

"Cryptocurrency investments can be highly volatile. Here is what to understand before getting started."

"Avoid regulated brokers. Our offshore option gives you more freedom."

"Here is an explanation of the difference between regulated and unregulated financial platforms, and why regulation matters."


Key Reminder

✍️ Investment education is one of the most impactful categories of content on Synthesia. This includes helping people understand financial products, spot fraud, and make more informed decisions. This guidance exists to protect your audience from misleading financial content, not to limit the topics you can explore.

If your script was flagged, shifting from advisory or promotional language to educational framing is almost always the fix. Try one of the rewording patterns above and regenerate, a shift toward educational framing can often help!

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