Get the free Combined Financial Services Guide amp Product bDisclosure Statementb

Combined Financial Services Guide & Product Disclosure Statement (including Policy Wording) Effective: 16 November 2015 I Content PART 1 PRODUCT DISCLOSURE STATEMENT ABOUT THIS PRODUCT DISCLOSURE

How to fill out combined financial services guide

1. The first step in filling out a combined financial services guide is to carefully read and understand the purpose and content of the guide. It is important to familiarize yourself with the information provided, such as the types of financial services covered, disclosures, and any terms and conditions.
2. Once you have a good understanding of the guide, you need to gather the necessary information to complete it accurately. This may include details about your financial situation, current investments, insurance policies, and any other relevant financial information.
3. Start by filling out your personal information, such as your name, contact details, and any additional identification information required.
4. Move on to providing information about your financial goals and objectives. This is important as it helps financial service providers understand your needs and tailor their recommendations accordingly.
5. If applicable, fill out sections related to your investment preferences, risk tolerance, and any ethical considerations you may have regarding specific investments.
6. Ensure that you carefully read and answer any questions or statements related to your knowledge and experience in financial matters. This helps financial service providers gauge your understanding of the risks associated with different investments and ensure appropriate advice is provided.
7. As you progress through the guide, provide any additional information requested by the financial service provider. This may include details about your tax situation, insurance needs, or any other relevant aspects of your financial life.
8. Finally, carefully review all the information you have provided to make sure it is accurate and complete. If you have any doubts or questions, it is advisable to seek clarification from the financial service provider or a professional advisor.

Who needs a combined financial services guide?

1. Individuals who are seeking financial advice or considering using financial services provided by a particular organization or individual may need a combined financial services guide. It serves as a comprehensive document that outlines the types of services offered, the associated risks, fees and charges, and any other relevant information.
2. Investors who are contemplating investing in financial products such as managed funds, superannuation, insurance products, or other investment vehicles may require a combined financial services guide. This guide helps investors understand the features, benefits, and risks associated with the products and aids in making informed decisions.
3. Customers of financial institutions or organizations that offer a range of financial services, such as banking, insurance, and investment services, may also need a combined financial services guide. It helps them understand the scope and details of the services provided and ensures transparency in the customer-provider relationship.

Overall, anyone who wishes to access financial services or products and wants a comprehensive understanding of what is being offered, including the associated risks and costs, should refer to a combined financial services guide.

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What is combined financial services guide?

A combined financial services guide is a document that provides comprehensive information about the financial services offered by a company, including details about their products and services, fees and charges, and complaints handling process.

Who is required to file combined financial services guide?

Financial service providers are required to file a combined financial services guide to ensure transparency and provide important information to consumers.

How to fill out combined financial services guide?

To fill out a combined financial services guide, financial service providers need to include accurate and up-to-date information about their offerings, as well as details about their compliance with regulations and policies.

What is the purpose of combined financial services guide?

The purpose of a combined financial services guide is to provide consumers with essential information about a company's financial services and help them make informed decisions about their financial needs.

What information must be reported on combined financial services guide?

A combined financial services guide must include details about the company's services, fees, charges, and complaints handling process, as well as information about their compliance with regulatory requirements.