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For Adviser use onlyGUARANTEED 50 PLUS LIFE COVERSuitability Guide14879×Family×SuitabilityGuide. Indy 123/11/2016 10:50This guide provides key information about this product, to assist you in drafting

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How to fill out suitability guide

01

Step 1: Begin by carefully reading each question in the suitability guide.

02

Step 2: Understand the purpose of the suitability guide and the information it seeks.

03

Step 3: Ensure that you have all the necessary information and documents required to fill out the guide.

04

Step 4: Start by providing the requested personal information, such as your name, contact details, and any relevant identification numbers.

05

Step 5: Proceed to answer each question in a clear and concise manner. If a question is not applicable to your situation, indicate so.

06

Step 6: Be honest and accurate in your responses. Provide any additional information that may be required to support your answers.

07

Step 7: If you are unsure about how to answer a particular question, seek guidance from a qualified professional or contact the appropriate authority for clarification.

08

Step 8: Once you have answered all the questions, review your responses for accuracy and completeness.

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Step 9: Make any necessary corrections or additions before submitting the suitability guide.

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Step 10: Double-check that you have signed and dated the guide, if required.

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Step 11: Follow the specified submission process for submitting the completed suitability guide.

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Step 12: Keep a copy of the filled-out suitability guide for your records.

Who needs suitability guide?

01

Individuals applying for a job position that requires a suitability assessment.

02

Organizations conducting background checks and assessments of potential employees.

03

Candidates applying for professional licenses or certifications that have suitability criteria.

04

Individuals seeking approval for financial transactions or investments that require a suitability evaluation.

05

Government agencies or regulatory bodies determining the suitability of applicants or individuals for specific programs or benefits.

06

Professionals or experts involved in risk management, compliance, or security tasks.

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What is suitability guide?

Suitability guide is a document that helps individuals determine if a certain financial product or service is appropriate for their specific financial situation.

Who is required to file suitability guide?

Financial institutions and advisors are required to file suitability guides for their clients.

How to fill out suitability guide?

To fill out a suitability guide, individuals need to provide detailed information about their financial goals, risk tolerance, current financial situation, and investment knowledge.

What is the purpose of suitability guide?

The purpose of suitability guide is to ensure that individuals are given appropriate financial advice and recommendations based on their specific needs and circumstances.

What information must be reported on suitability guide?

Information such as financial goals, risk tolerance, current financial situation, investment knowledge, and any other relevant details must be reported on suitability guide.

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