Home / Methodology
The working method behind every Samoha engagement — from market mapping to reporting — and the advertising rules we build each campaign around.
The process
Whether a client takes one channel or the full growth engine, the work runs through the same six stages. Services are described in detail on our services page.
Stage 1
Every plan starts from what the client is actually licensed to offer, and to whom. A broker regulated in one jurisdiction cannot simply advertise into another, and the answer changes by product (CFDs, spot FX, crypto-assets, funded-trader challenges).
Stage 2
Channels are chosen per market, not per brand. Before launch we agree what counts as success, and we set up the tracking to measure it.
Stage 3
Ad copy, landing pages and creator briefs are written to the rules of the market they will run in from the first draft, rather than being corrected after a rejection.
Stage 4
For KOL and influencer work, reach is the last thing we look at.
Stage 5
Campaigns launch in controlled tests before budgets scale.
Stage 6
Reports show what the client is paying for.
The rulebook
A summary of the main rules that shape finance campaigns in the markets we work in. This is a starting point, not legal advice. Rules change, and each client’s own compliance team and licence conditions always take precedence.
Retail CFD marketing must carry the standardised risk warning stating the percentage of the provider’s retail accounts that lose money. Leverage for retail clients is capped (30:1 on major currency pairs, down to 2:1 on crypto CFDs), and trading bonuses and incentives are prohibited. Marketing communications must be fair, clear and not misleading under MiFID II.
Source: ESMA CFD measures
Financial promotions must be fair, clear and not misleading. Since October 2023, cryptoasset promotions to UK consumers fall under the FCA’s financial promotions regime, including risk warnings and a 24-hour cooling-off period for first-time investors. The FCA’s guidance on social-media promotions (FG24/1) applies directly to finfluencer campaigns.
Source: FCA FG24/1 · FCA financial promotions
ASIC’s product intervention order limits CFD leverage for retail clients, and its Regulatory Guide 234 sets out good practice for advertising financial products. ASIC’s Information Sheet 269 explains when finfluencers may need a licence to discuss financial products.
Source: ASIC INFO 269
MAS guidelines restrict digital payment token (crypto) service providers from marketing or advertising to the general public in Singapore, including through social-media influencers and public areas.
Source: MAS PS-G02
Virtual-asset marketing in Dubai is governed by VARA’s marketing regulations, which require approved risk disclaimers and set rules for influencers. Securities and CFD brokers must hold the appropriate SCA, DFSA or FSRA licence for the clients they target.
Source: VARA
Google requires financial services verification in many countries and certification for crypto exchanges and wallets. Meta restricts financial and crypto ads and may require proof of licensing. Rules differ by country and change often, so we check the current policy before every launch.
Source: Google Ads financial services · Meta Advertising Standards
Last reviewed: 25 September 2026.
Where we draw the line
We only promote products to countries where the client is licensed to offer them.
No guaranteed profits, “risk-free” trading or lifestyle-led income claims in ads or creator content.
Paid creator content is always disclosed as paid, following the rules of the platform and the regulator.
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