Get the free Combined Financial Services Guide (FSG) And Product Disclosure Statement (PDS)

TRAVEL INSURANCE Effective Date 9th Nov 2017Combined Financial Services Guide (FSG) And Product Disclosure Statement (PDS)ContentsFINANCIAL SERVICES GUIDEBOOK Remuneration and Associations 58About

How to fill out combined financial services guide

Point by point steps to fill out combined financial services guide:

1. Understand the purpose: Start by familiarizing yourself with the purpose and importance of a combined financial services guide. It provides essential information about the financial services offered by a company, including details about fees, charges, and potential risks associated with the services.
2. Gather necessary documents: Collect all the relevant documents that are required to fill out the guide accurately. This may include recent financial statements, account details, investment portfolios, and any other financial information that is pertinent to the services provided.
3. Read the instructions: Carefully read the instructions provided with the combined financial services guide. This will help you understand the specific requirements and guidelines for completing the document.
4. Fill in personal details: Begin by filling in your personal details, such as full name, contact information, and any other required identification information. Ensure that all details are accurate and up to date.
5. Understand the services offered: Familiarize yourself with the different financial services offered by the company. This will help you accurately assess your needs and make informed decisions while completing the guide.
6. Evaluate your financial goals and risk appetite: Consider your financial goals, risk tolerance, and investment preferences. This will assist you in selecting the appropriate financial services or products that align with your needs.
7. Assess your financial circumstances: Provide accurate information about your current financial situation, including income, assets, liabilities, and expenses. This information will help the company assess your eligibility and suitability for their services.
8. Review the fee structure: Pay close attention to the fee structure mentioned in the combined financial services guide. Understand the types of fees involved and ensure transparency in the information provided. Seek clarification if any aspect is unclear.
9. Understand the risks involved: Evaluate the risks associated with the financial services or products mentioned in the guide. This includes understanding the potential loss of capital, market fluctuations, and other risk factors that may exist.
10. Seek professional advice if necessary: If you feel uncertain or confused at any stage of completing the combined financial services guide, consider seeking professional advice from a financial advisor. They can provide personalized guidance based on your individual circumstances.

Who needs a combined financial services guide?

1. Individuals seeking financial advice: Anyone who is seeking financial advice or assistance from a company should refer to the combined financial services guide. It provides comprehensive information about the services available, helping individuals make informed decisions.
2. Investors: Investors who are considering investing in financial products or services should review the combined financial services guide. It offers valuable insights into the risks, fees, and potential returns associated with the investment options.
3. Existing customers: Existing customers of a financial services provider may also need to refer to the combined financial services guide when considering additional services, updating their information, or understanding any changes in the company's offerings.

Remember, it is always important to carefully read and understand the combined financial services guide to make informed financial decisions.

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What is combined financial services guide?

The combined financial services guide is a document that combines information about multiple financial services and products offered by a financial institution.

Who is required to file combined financial services guide?

Financial institutions and organizations that offer multiple financial services and products are required to file a combined financial services guide.

How to fill out combined financial services guide?

To fill out a combined financial services guide, the financial institution must provide detailed information about each financial service and product offered, including fees, terms, and conditions.

What is the purpose of combined financial services guide?

The purpose of the combined financial services guide is to provide clients with a comprehensive overview of the financial services and products offered by a financial institution, helping them make informed decisions.

What information must be reported on combined financial services guide?

The combined financial services guide must include information about each financial service and product offered, including fees, terms, conditions, and any potential risks associated with them.