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Financial Services Guide Version 4 Issue 2 dated 29th January 2016 This Financial Services Guide was prepared And issued with the authority of Synchronized Business Services Pty Ltd ABN: 33 007 207

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How to fill out financial services guide

01

Step 1: Start by obtaining a copy of the Financial Services Guide (FSG) from the appropriate financial institution.

02

Step 2: Carefully read through the FSG, paying close attention to the information provided about the financial services being offered.

03

Step 3: Take note of the important features, benefits, and risks associated with these services.

04

Step 4: Understand the fees, charges, and any potential conflicts of interest that may arise from the financial services.

05

Step 5: If required, seek professional advice or clarification from a licensed financial advisor.

06

Step 6: Make sure to fill out any requested personal information accurately and completely.

07

Step 7: Once the FSG is filled out, review it again to ensure all sections are completed correctly.

08

Step 8: Keep a copy of the filled out FSG for your records.

09

Step 9: If necessary, submit the filled out FSG to the financial institution or advisor requesting it.

10

Step 10: In case of any doubts or uncertainties, contact the financial institution or advisor for further assistance.

Who needs financial services guide?

01

Any individual or organization seeking financial services should refer to the Financial Services Guide.

02

Investors looking to understand the services, products, and risks associated with a particular financial institution.

03

People considering making investments or seeking financial advice from a specific advisor or advisory firm.

04

Consumers who want to make informed decisions about various financial products and services available in the market.

05

Entities interested in understanding the fees, charges, and any conflicts of interest that might exist with financial service providers.

06

Individuals who want to better understand the terms and conditions associated with specific financial services.

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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, including the products, services, fees, and other important details.

Who is required to file financial services guide?

Financial service providers, such as banks, credit unions, insurance companies, and investment firms, are required to file a financial services guide with regulatory authorities.

How to fill out financial services guide?

Financial services guides can be filled out by providing accurate and detailed information about the company's services, fees, policies, and contact information.

What is the purpose of financial services guide?

The purpose of a financial services guide is to inform consumers about the company's offerings and help them make informed decisions about their financial services.

What information must be reported on financial services guide?

Information that must be reported on a financial services guide includes the company's services, fees, policies, contact information, and any relevant regulatory disclosure requirements.

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