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Financial Services Guide and Fact Finder January 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

How to fill out financial services guide and

How to Fill Out a Financial Services Guide:

1. Begin by carefully reading the financial services guide (FSG) provided by your financial institution or service provider. This guide is a document that outlines important information about the company's products, services, fees, and terms and conditions.
2. Understand the purpose of the FSG, which is to help you make an informed decision about whether to use or continue using the financial services offered by the company. It aims to provide transparency and clarity regarding the services provided and any risks associated with them.
3. Pay attention to the sections of the FSG that explain the types of financial products or services offered, such as loans, savings accounts, insurance policies, investments, and so on. It should detail the features, benefits, and potential risks of each product or service.
4. Familiarize yourself with the fees and charges section of the FSG. This section should clearly state the costs associated with the financial products or services you are interested in or currently using. It should include information about ongoing fees, one-time charges, and any additional costs you may be responsible for.
5. Take note of the complaints and dispute resolution process outlined in the FSG. It should inform you about the company's procedures for handling customer complaints and resolving any issues that may arise. This section is crucial as it ensures you have a means to seek recourse if you have problems with the service provided.
6. Once you have thoroughly read and understood the FSG, you may be required to sign a declaration or acknowledgment stating that you have received and understood the guide. This is often a legal requirement to ensure that the financial institution has fulfilled its obligation to provide you with the necessary information.

Who Needs a Financial Services Guide:

1. Individuals seeking financial products or services from a company should obtain and review the relevant financial services guide. This includes those interested in loans, savings accounts, insurance policies, investment opportunities, and any other financial service offered by the company.
2. Existing customers of financial institutions should periodically review their financial services guide, particularly when considering new products or services or assessing the ongoing suitability of their current arrangements. It helps them stay informed about any updates or changes to the company's offerings.
3. Individuals who are comparing different financial institutions or providers can benefit from reviewing multiple financial services guides. This enables them to gain a comprehensive understanding of what each company offers, including fees, terms, and potential risks associated with their products or services.

It is important to note that the need for a financial services guide can vary depending on your location and the financial regulations in your country. Always consult with the appropriate regulatory bodies or seek professional financial advice for specific guidance.

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What is financial services guide and?

The financial services guide is a document that provides information about a financial service provider's services, fees, and complaints handling procedures.

Who is required to file financial services guide and?

Financial service providers such as banks, investment firms, insurance companies, and superannuation funds are required to file a financial services guide.

How to fill out financial services guide and?

The financial services guide can be filled out by providing accurate information about the services offered, fees charged, and complaints handling procedures.

What is the purpose of financial services guide and?

The purpose of the financial services guide is to provide transparency and clarity to consumers about the services and fees of a financial service provider.

What information must be reported on financial services guide and?

Information such as services offered, fees charged, and complaints handling procedures must be reported on the financial services guide.