
Rules and ethics
Part of Reviewing a creator media kit against UK rules on claims, permissions and personal data
A disclosure policy for creator media kit samples that survives a crop
Creator media kits disclosure policy for England: preserve commercial context in portfolio samples and set clear review, export and correction responsibilities.
A creator media kits disclosure policy should explain how the portfolio preserves commercial context when it presents selected work. It should also identify who checks captions and exported copies. The method below is an editorial proposal for England use, informed by UK advertising material. It does not provide legal advice or certify the policy.
What to take away
- A portfolio disclosure policy must preserve commercial context when showing selected work in media kits.
- Record the relationship behind each sample and withhold it if the record cannot explain it accurately.
- Write instructions that survive a crop, naming who checks the full item and approves the extract.
- Separate legal requirements from house choices and do not promise compliance from following the policy.
- Assign corrections and publication authority, and test the policy against an authorised sample before adopting it.
Define which material the policy covers
Include hosted samples, downloadable decks and cropped images used to demonstrate previous work. Specify whether the pack is a private business pitch or public promotion. Keep the policy focused on those portfolio surfaces; a campaign-wide advertising policy needs separate work.
Portfolio surfaces the policy covers
- Hosted samples
- Downloadable decks
- Cropped images of previous work
- Private business pitch or public promotion
- Campaign-wide advertising policyseparate work
CAP's recognition rules (the CAP Code, Section 2: Recognition of marketing communications, 12th edition effective 1 March 2023) require advertising in scope to be identifiable and its commercial purpose apparent where necessary.
These are UK advertising-code requirements, not legislation. The reviewer must determine whether each proposed use falls within the Code, rather than assuming that every historical sample has the same status.
Record the relationship behind each sample
Create a factual note describing the relationship evidenced by the source records. Distinguish payment, a gift, an affiliate arrangement and the creator's own business promotion when relevant. Do not invent a relationship category to fill a blank field. Withhold the sample from the proposed pack if the available record cannot explain it accurately.
Can the record explain the sample?
Does the source record explain the relationship?
Write factual note and approve caption
Withhold sample from the proposed pack
The CMA's guidance for content creators, 'Social media endorsements: Being transparent with your followers' (16 August 2023), addresses incentivised social content, including gifts and affiliate arrangements, and calls for clear advertising identification.
It is regulator guidance on consumer protection, not a rule limited to posts under a formal written contract. Applying that source to portfolio selection is an editorial inference: preserve material commercial context when showing the work in another setting.
Use the original post and supporting records to verify the note. A familiar brand logo does not explain whether a sample was paid work, an unsolicited concept or another type of relationship. Ask for evidence before approving a caption that could suggest a client endorsement.
Write instructions that survive a crop
State who must check the full item and who approves the chosen extract. Require a visible explanation where the selected presentation would otherwise obscure relevant commercial context. Avoid treating the policy page itself as the place where every individual sample's relationship is disclosed.
Instructions that survive a crop
- Name who checks the full item
- Name who approves the chosen extract
- Require visible commercial context
- Set layout review for downloads and hosted pages
- Check cropping, captions and image conversion
Model caption: '[Creator name] for [client or project]; relationship: paid partnership, gift, affiliate or own promotion; source record: [link or file reference].' Policy clause: 'No sample enters a media kit unless this caption travels with it, including through any crop, resize or format conversion.'
For consumer endorsements, the CMA guidance cited above says an audience should recognise advertising at first engagement. Labels hidden behind extra navigation are not its recommended approach. Use that principle cautiously when reviewing a portfolio extract; the legal assessment still depends on the use and audience.
Set a layout review task for downloads as well as hosted pages. Check whether cropping, small captions or image conversion removed the information the approver relied on. Record the export format, dimensions, file name and date for every approved download, and check the intended square, 4:5 and 16:9 crops.
If a recipient already holds an export, state how the corrected version will be sent. Do not claim that previous downloads can be erased remotely.
Worked example: a 16:9 still cropped to square for a deck can lose a corner label reading 'paid partnership'. The viewer then sees the product alone and may read it as an endorsement.
The policy fixes this by requiring the approver to reapply the label inside the square frame or add a caption that states the paid relationship before the export is released.
Separate legal requirements from house choices
The CMA's unfair-practices overview, 'What businesses need to know about unfair commercial practices' (updated 6 April 2025), records that the current consumer commercial-practices changes took effect on 6 April 2025. That UK statutory framework applies in England where its conditions are met. The policy should not describe it as a planned 2027 reform.
Label additional controls as house practice. Keeping original captions in an evidence folder, requiring a second reader and setting a review date can help organise the work. Do not promise that following the policy makes every future item compliant.
Assign corrections and publication authority
Name the person who receives disputed relationship information, who can withdraw an item and who updates copies still under the publisher's control. Record which version was affected and why the caption changed.
Before adopting the policy, test its instructions against an actual authorised sample with the qualified reviewer. Keep the publication gate closed until a real author, fact-checker and England-qualified advertising-law reviewer are named. Their release review should check current guidance and the exact sample presentation, not merely approve the existence of a policy document.
Before you act
- Define which portfolio surfaces the policy covers.
- Record the relationship behind each sample.
- Write instructions that survive a crop.
- Check every export at the intended square, 4:5 and 16:9 crops.
- Record export format, dimensions, file name and date.
- Separate legal requirements from house choices.
- Assign corrections and publication authority.
- Test the policy against an authorised sample.
Common questions
What should a creator media kit disclosure policy cover?
It should cover hosted samples, downloadable decks and cropped images used to demonstrate previous work. It should specify whether the pack is a private business pitch or public promotion, and keep the policy focused on those portfolio surfaces rather than a campaign-wide advertising policy.
How should the relationship behind each sample be recorded?
Create a factual note describing the relationship evidenced by source records. Distinguish payment, a gift, an affiliate arrangement and the creator's own business promotion when relevant. Do not invent a relationship category to fill a blank field, and withhold the sample if the record cannot explain it accurately.
What should be done before adopting the policy?
Test its instructions against an actual authorised sample with the qualified reviewer. Keep the publication gate closed until a real author, fact-checker and England-qualified advertising-law reviewer are named. Their release review should check current guidance and the exact sample presentation, not merely approve the policy document.



