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1 Financial Services Guide Everything you need to know about Clearview and your Financial Planner. Our financial services CFA is licensed under the Corporations Act ...
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What is financial services guide?
A financial services guide is a document that provides information about the financial services offered by a company and how they can be accessed.
Who is required to file financial services guide?
Financial services providers are required to file a financial services guide with their clients.
How to fill out financial services guide?
To fill out a financial services guide, the provider must include information about the services offered, fees, how to lodge complaints, and other relevant details.
What is the purpose of financial services guide?
The purpose of a financial services guide is to inform clients about the services provided by the company and their rights as consumers.
What information must be reported on financial services guide?
Information that must be reported on a financial services guide includes the services offered, fees, contact details, and the complaints handling process.
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