Get the free Combined Financial Services Guide and bProductb Disclosure bb

CHI Travel Insurance Expanded Wholesaler Insolvency List* * on selected plans Combined Financial Services Guide and Product Disclosure Statement (including Policy Wording) Effective Date 14 June 2015

How to fill out combined financial services guide

1. Start by reading the instructions provided in the combined financial services guide. It will outline the purpose and requirements of the guide.
2. Identify if you are a financial services provider or if you are seeking financial services. Financial services providers are usually required to provide a combined financial services guide to their clients.
3. If you are a financial services provider, gather all relevant information about your business, services offered, and any disclosure statements or other documents that need to be included in the guide.
4. Organize the information in a clear and concise manner, ensuring that it covers all the key aspects of your financial services and follows any regulatory guidelines.
5. Review the guide for accuracy, completeness, and compliance with any industry or regulatory standards.
6. If you are a consumer seeking financial services, you may receive a combined financial services guide from a potential provider. Read it carefully to understand the services being offered, fees, charges, and any potential risks or benefits.
7. Evaluate if the financial services provider meets your requirements and expectations based on the information provided in the guide.
8. If you have any questions or concerns, seek clarification from the financial services provider before proceeding.
9. Keep a copy of the combined financial services guide for future reference and as a record of the services provided or received.
10. It is important for both financial services providers and consumers to regularly review and update their combined financial services guide to ensure it reflects any changes in services, regulations, or other relevant information.

Who needs combined financial services guide?

1. Financial services providers, such as banks, investment firms, insurance companies, mortgage brokers, and financial advisors, who offer services to clients or potential clients.
2. Consumers who are seeking or are considering availing financial services from any of these providers.
3. Businesses or individuals who are required by regulatory authorities to provide a combined financial services guide as part of their compliance obligations.

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What is combined financial services guide?

Combined financial services guide is a document that provides information about the financial services offered by a company, including details about products, fees, and how to make complaints.

Who is required to file combined financial services guide?

Financial services providers are required to file a combined financial services guide.

How to fill out combined financial services guide?

To fill out a combined financial services guide, financial services providers need to include information about their services, fees, complaints procedures, and other relevant details.

What is the purpose of combined financial services guide?

The purpose of a combined financial services guide is to provide clear and accurate information to consumers about the financial services offered by a company.

What information must be reported on combined financial services guide?

Information such as products offered, fees, how to make complaints, and other relevant details must be reported on a combined financial services guide.