Do’s and Don’ts for Responsible Promotion

Why This Compliance Guide Matters To You

Protect Yourself

Violations can lead to immediate removal from the affiliate program and withheld commissions.
SageMaster actively monitors all promotions

Brand Trust & Personal Reputation

Your audience trusts you. Misleading claims damage that trust, and once lost, it’s very hard to regain. Honest promotion builds long-term followers

Protect Your Audience

People can lose real money trading. Setting realistic expectations is responsible and the only sustainable way to promote.

Build Long-Term Success

Compliant marketing builds stronger businesses with less risk. These rules help you promote confidence and peace of mind for years.

These standards align with major advertising rules designed to prevent misleading claims.

SageMaster
What We Are (and Are Not)

WHAT SAGEMASTER IS

• • A SaaS platform with AI-powered market analysis tools and educational insights to support informed independent decisions 
  • Connects via API to user-authorized accounts on third-party exchanges/brokers selected and controlled by the user for portfolio monitoring & analysis from one interface 
  • Non-custodial: Never holds, controls, withdraws, or moves user funds; users retain full control
  • All tools, analytics & marketplace content are for informational and educational purposes only
  • Focused on helping self-directed users research, analyze, and make their own informed decisions

WHAT SAGEMASTER IS NOT 

• • A trading platform, broker, or exchange
  • A provider of trading signals, automated execution, or copy trading 
  • An investment advisor or source of personalized financial advice 
  • A custodian of funds or assets of any kind 
  • A guaranteed path to profits or ‘easy money 
  • A replacement for professional financial advice or due diligence
  • Does not execute trades, provide personalized investment advice, or act as a broker/advisor

Core Principles for Promotion

Educational

Every piece of content must clearly position SageMaster as a learning and research tool. Lead with education, not earnings potential.

Transparency 

Always disclose your affiliate relationship clearly and conspicuously. Never bury it or use vague language.

Accuracy

Describe features and benefits factually. Avoid exaggeration, unsubstantiated claims, or language that implies guaranteed outcomes.

Risk Awareness

Acknowledge that applying market knowledge to real trading involves substantial risk of loss. Never downplay or omit this reality.

User Empowerment

Focus on helping users build skills. Do not create dependency or imply that SageMaster ‘does the work’ for them, trades for them, or manages their assets.

Approved Language Only

When in doubt, use official SageMaster descriptions, disclaimers, and approved marketing material provided. 

Do

• • Do – Describe SageMaster as an educational platform for independent market analysis and research.
  • Do –  Clearly explain that it is non-custodial. Users connect their own user-controlled API credentials to their own third-party exchange or broker accounts; SageMaster never holds funds.
    
  • Do –  Position AI, tools, and marketplace content as assistive research aids only. Users always make the final decisions.
    
  • Do –  Disclose your affiliate relationship clearly and prominently.
    
  • Do –  Include or prominently link risk disclaimers and maintain honesty that results vary and trading involves risk of loss.
  • Be honest: results vary, and users must do their own research

Don’t

• • Do Not -promise, imply, or suggest  “guaranteed profits”, “easy money”, “passive income”, “consistent returns”, “financial freedom”, or anything that implies.
    
  • Do Not – describe SageMaster as a “trading bot”, “signal service”, “automated trading system”, or anything that implies that it executes trades or provides signals.
    
  • Do Not – claim that SageMaster provides personalized investment advice, recommendations, or acts as a financial advisor or broker.
    
  • Do Not –  use language that downplays risk (“risk-free”, “safe”, “no risk involved”, “guaranteed outcomes”).
    
  • Do Not –  use FOMO, fake urgency, “limited time” pressure, or exaggerated/lifestyle testimonials that imply easy wealth.

Do Not – state or imply that SageMaster is licensed, regulated, approved, endorsed, or supervised by a regulator.

Red Flag Examples

Non Compliant – Do Not Use
With SageMaster’s AI, I turned $1k into $10k in a month. You can too 

Compliant Alternative
SageMaster’s backtesting tools helped me understand how different strategies would have performed in past market conditions. Always remember, past performance doesn’t guarantee future results. 

Non Compliant –  Do Not Use
Finally, a trading bot that actually works. No more losing trades!

Compliant Alternative
SageMaster is an educational platform where I can test trading ideas using historical data and AI analysis before risking real capital. 

Non Compliant –  Do Not Use
Join now and start earning passive income with zero experience required

Compliant Alternative
SageMaster is designed for self-directed learners who want to build market knowledge through research and simulation tools.  

Non Compliant –  Do Not Use
SageMaster manages everything. Just connect and watch your account grow

Compliant Alternative
Users connect their user-controlled third-party exchange or broker API credentials. SageMaster provides analysis tools only; you remain in full control of your trading decisions 

Non Compliant –  Do Not Use
This is the secret the pros don’t want you to know. Limited-time offer!

Compliant Alternative
If you’re serious about improving your market analysis skills, SageMaster offers powerful educational tools.

Required Disclosures

RECOMMENDED FULL DISCLAIMER (include or link prominently):

SageMaster is a SaaS platform providing AI-powered market analysis tools, educational insights, and strategy research tools for informational and educational purposes only. It is not a trading platform, broker, exchange, or investment advisor. SageMaster does not execute trades, hold or manage user funds, or provide personalized financial advice. All trading/investment decisions are made independently by users through their own third-party accounts if they independently choose to trade or invest. Investing involves substantial risk of loss, including the potential loss of principal in full or in part; assets (esp. crypto) are subject to extreme volatility. Past performance, backtested results, or hypothetical scenarios are not indicative of future results. Always conduct your own research (DYOR) and consult qualified professionals. This is not financial advice.

Monitoring, Enforcement & How We Support You

MONITORING & CONSEQUENCES

• SageMaster actively monitors affiliate promotions across channels for compliance.
  Any content posted must be promptly corrected, edited, or removed when instructed by Compliance
• Violations may result in: temporary or permanent link deactivation.
• Serious or repeated misleading claims may be reported to platforms or regulators where required.

SUPPORT & RESOURCES

• Official marketing materials, templates, and disclaimers are available
• Regular compliance training and updates via email/newsletter
• Direct support: support@sagemaster.com – we are here to help you succeed compliantly.

Thank you for partnering with SageMaster to empower self-directed learners.

Your commitment to honest, educational, and transparent promotion protects our community and strengthens our brand.

SageMaster • Strictly Educational & Non-Custodial