Check copy for risky claims

I work in marketing at a financial advice firm. Help me check this copy for claims that need evidence or sign-off.

Context: The claims that cause trouble are about returns, safety, tax savings, low fees and comparison with other firms or products.

Before you start, ask me for anything missing from this list:
- The copy
- Where it will be published
- Our house rules

Then:
1. List every claim, quoted exactly.
2. Sort each as fine, needs evidence, needs sign-off, or remove.
3. Offer a safer wording for each.

Give me:
- A verdict
- Claims to sort out
- What is missing

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see:
- Past performance, projections and words like guaranteed or secure
- Whether risks are as prominent as benefits
- Tax treatment statements and the caveat that goes with them