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Financial Services Guide ... Your Financial Planner is an Authorized Representative of ... insurance providers including MLC, Macquarie, Colonial.
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How to fill out financial services guide
How to fill out financial services guide
01
Step 1: Start by downloading the financial services guide (FSG) from the website of the financial institution or service provider.
02
Step 2: Read the FSG carefully to understand the scope of the financial services offered and the terms and conditions associated with them.
03
Step 3: Identify the sections that are relevant to your specific needs. The FSG usually covers information about the products and services provided, fees and charges, complaints handling procedures, and the company's contact details.
04
Step 4: Take note of any key points or questions you may have while reading the FSG.
05
Step 5: If you still have any doubts or need further clarification, contact the financial institution or service provider directly. They should be able to assist you in understanding the FSG better and provide answers to your queries.
06
Step 6: Once you have understood the FSG and are satisfied with the information provided, you may proceed with filling out any required forms or applications, keeping in mind the guidelines and instructions mentioned in the FSG.
07
Step 7: Submit the completed forms or applications along with any required supporting documents to the financial institution or service provider as directed in the FSG.
08
Step 8: Keep a copy of the filled-out FSG and any other related documents for your records.
09
Step 9: Periodically review the FSG or any updates provided by the financial institution or service provider to stay informed about any changes or new offerings.
10
Step 10: If you have any issues or concerns regarding the financial services provided, refer to the FSG for information on how to lodge a complaint and seek resolution.
Who needs financial services guide?
01
Anyone who is considering or using financial services from a particular institution or service provider should refer to the financial services guide.
02
Individuals who want to understand the range of financial services offered by a particular institution or service provider.
03
Customers who need information about the fees and charges associated with the financial services.
04
People who want to know about the complaint handling procedures of the financial institution or service provider.
05
Investors who require details about the company's contact information and how to engage with them.
06
Consumers who need clarification on the terms and conditions of the financial services provided.
07
Organizations or businesses seeking financial services from a specific institution or service provider.
08
Anyone who wants to stay informed about any updates or changes in the financial services offered by a particular institution or service provider.
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