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Financial Services Guide Part 2 Adviser Profile: John Sooner Date created 1 April 2016 1 FINANCIAL SERVICES GUIDE: PART 2 (Adviser Profile) PART 2 (Adviser Profile) SECTION 1 Part 2 (Adviser Profile)
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How to fill out financial services guide:

01
Begin by collecting all relevant documents and information related to your financial services. This may include statements, account numbers, and other financial records.
02
Review the guide carefully, paying attention to any instructions, requirements, or guidelines provided by the financial institution or service provider.
03
Fill out all necessary sections of the financial services guide accurately and honestly. Provide the required personal and financial information, ensuring that it is complete and up to date.
04
If there are any sections or questions that you are uncertain about, seek clarification from the financial institution or service provider. It is important to have a clear understanding of the information being requested before proceeding.
05
Double-check all the information you have provided in the guide to ensure its accuracy. Mistakes or missing information can potentially affect the effectiveness and validity of the financial services you are seeking.
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Sign and date the financial services guide as indicated, verifying that all the information provided is true and correct to the best of your knowledge.
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Keep a copy of the filled-out financial services guide for your records. It can serve as a reference in the future and can be helpful if any issues or disputes arise.

Who needs a financial services guide:

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Individuals or entities who are seeking or utilizing financial services such as loans, investments, insurance, or financial advice may need a financial services guide.
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Consumers who want to understand the terms, conditions, and fees associated with a particular financial product or service may require a financial services guide.
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People who want to assess the risks and benefits of engaging in financial transactions or services would benefit from having access to a financial services guide to make informed decisions.
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A financial services guide is a document that provides information to consumers about the financial services offered by a financial institution or adviser.
Financial institutions and advisers are required to file a financial services guide to provide transparency and information to consumers.
The financial services guide can be filled out by including information about the financial institution or adviser, the services offered, fees and charges, complaints handling process, and contact information.
The purpose of a financial services guide is to inform consumers about the services offered, fees and charges, and other important information to help them make informed decisions about their finances.
The financial services guide must include information about the financial institution or adviser, the services offered, fees and charges, complaints handling process, and contact information.
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