Ask for a review

I work in marketing at a financial advice firm. Help me ask a client for an online review.

Context: The natural moment is after a mortgage completes or a plan is put in place. Investment clients cannot judge the outcome for years, so they tend to review the service.

Before you start, ask me for anything missing from this list:
- The client and the work
- Where we want the review
- Any rules we follow about asking

Then:
1. Ask at a natural moment and say why it helps.
2. Give the link and say how long it takes.
3. Make it easy to decline.

Give me:
- An email version
- A text message version
- One polite reminder

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:
- Whether we ask all clients or only some
- Any incentive offered, and whether your compliance team allows it
- How reviews that mention returns or results will be handled