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COMBINED FINANCIAL SERVICES GUIDE AND PRODUCT DISCLOSURE STATEMENT Employer Express This combined Financial Services Guide (FSG) and Product Disclosure Statement (PDS) is prepared and provided by

How to fill out combined financial services guide

How to fill out a combined financial services guide?

1. Start by carefully reading the combined financial services guide (CFSG) provided by your financial services provider. It should contain all the necessary information on the products and services they offer, the fees and charges involved, and the terms and conditions you need to be aware of.
2. Pay attention to any specific instructions or requirements mentioned in the CFSG. Some sections may require you to provide personal information, while others may require you to make decisions regarding your investments or insurance policies.
3. If you are unsure about any aspect of the CFSG, don't hesitate to contact your financial services provider for clarification. They will be able to answer any questions you may have and guide you through the process.
4. Make sure to fill out all the relevant sections of the CFSG accurately and honestly. This may include providing details about your financial situation, risk tolerance, investment goals, or any other information required by the provider.
5. Once you have completed the CFSG, review it to ensure all the information you have provided is correct and complete. Check for any errors or omissions that may need to be corrected before submitting the document.
6. Finally, sign and date the CFSG as required, acknowledging that you have read and understood the information provided. Keep a copy of the filled-out CFSG for your records.

Who needs a combined financial services guide?

1. Individuals seeking financial advice and services from a registered financial services provider may require a combined financial services guide.
2. Investors looking to understand the full range of products and services offered by a financial institution and make informed decisions based on the information provided in the CFSG.
3. Any individual or entity considering the purchase of financial products such as insurance policies, investment funds, superannuation plans, or loans can benefit from reviewing the CFSG to understand the terms, conditions, and risks involved.
4. Existing customers who want to update or change their financial arrangements with a provider may need to refer to the CFSG to understand the implications and procedures associated with such changes.
5. It is essential for individuals who want transparency and clarity about the financial services they are receiving to refer to the CFSG to understand the rights and obligations of both parties involved.

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What is combined financial services guide?

A combined financial services guide is a document that provides information about the financial services offered by a company or organization.

Who is required to file combined financial services guide?

Financial service providers are required to file a combined financial services guide.

How to fill out combined financial services guide?

The combined financial services guide can be filled out by providing accurate and up-to-date information about the financial services offered.

What is the purpose of combined financial services guide?

The purpose of the combined financial services guide is to provide clients with important information about the financial services being offered.

What information must be reported on combined financial services guide?

The combined financial services guide must include details about the services offered, fees, risks, complaints handling procedures, and other relevant information.