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Financial Services Guide and Fact Finder October 2015 71 Tulip Street, Cheltenham, VIC 3192 PO Box 68, Sandringham, VIC 3191 www.mcmasters.com.au Tel 03 9583 6533 Fax 03 9583 6733 This document has
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How to fill out a financial services guide:
01
Read the guide thoroughly, ensuring you understand its purpose and the information it contains.
02
Provide accurate personal information when required, such as your name, contact details, and any relevant identification numbers.
03
Follow any instructions provided within the guide, such as completing specific forms or providing specific documents.
04
Take note of any deadlines or timeframes mentioned in the guide and ensure you submit the required information within the given period.
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If you have any questions or uncertainties, reach out to the relevant financial services provider for clarification or assistance.
Who needs a financial services guide:
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Individuals seeking financial advice or services from licensed financial professionals or institutions should refer to the financial services guide.
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It is especially important for individuals who are considering investing, taking out loans, or making significant financial decisions.
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Whether you are a beginner or have prior financial knowledge, utilizing a financial services guide can help you make informed decisions and understand the risks involved.
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The guide is also beneficial for those who want to understand the services offered, fees, charges, and any complaint or dispute resolution procedures.
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Anyone who wants to educate themselves about financial services and their rights as consumers can benefit from reading the financial services guide.
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What is financial services guide and?
Financial Services Guide (FSG) is a document that provides important information about the financial services being offered to clients by a financial institution or individual.
Who is required to file financial services guide and?
Financial institutions and individuals providing financial services are required to file a Financial Services Guide (FSG).
How to fill out financial services guide and?
Financial Services Guide (FSG) can be filled out by including information such as the services offered, fees and charges, and complaints handling procedures.
What is the purpose of financial services guide and?
The purpose of a Financial Services Guide (FSG) is to help clients make informed decisions about the financial services being offered to them.
What information must be reported on financial services guide and?
Information that must be reported on a Financial Services Guide includes services offered, fees and charges, and complaints handling procedures.
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