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Financial Services Guide Part 2 (Adviser Profile) Date created 09 / 11 / 2015 1 FINANCIAL SERVICES GUIDE: PART 2 (Adviser Profile) 2 FINANCIAL SERVICES GUIDE: PART 2 (Adviser Profile) PART 2 (Adviser
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How to fill out a financial services guide:

01
Start by obtaining a copy of the financial services guide (FSG) from the relevant financial institution or service provider.
02
Carefully read through the FSG to familiarize yourself with its contents and purpose.
03
Pay attention to the sections that outline the financial services offered, fees and charges, and any significant risks or conflicts of interest.
04
Fill in your personal information, such as your name, contact details, and any relevant identification numbers requested in the FSG.
05
Take note of any additional documents or forms that may need to be completed along with the FSG.
06
If you have any questions or require further clarification on any aspects of the FSG, don't hesitate to reach out to the financial institution or service provider for assistance.

Who needs a financial services guide:

01
Individuals seeking financial advice or services from a financial institution or service provider.
02
Those who want to understand the types of financial products or services offered by a particular provider.
03
Potential investors who need to assess the risks and benefits associated with specific financial products.
04
Consumers who want to make informed decisions regarding their finances and understand the fees and charges associated with financial services.
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A financial services guide is a document that provides information for clients about the financial services offered by a company or individual.
Financial services providers are required to file a financial services guide.
To fill out a financial services guide, providers must include information about their services, fees, and any potential conflicts of interest.
The purpose of a financial services guide is to inform clients about the services offered and to help them make informed decisions about their financial situation.
Information such as services provided, fees charged, and any conflicts of interest must be reported on a financial services guide.
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