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Confidential Client Data Formulaic Name:
Date:
Adviser
Has FSG been provided to client? YES Date?
Who recommended our service to you ?*IMPORTANT NOTICE TO CLIENT: The Corporations Law requires that
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01
To fill out has fsg been provided, follow the steps below:
02
Gather all the necessary information and documents related to the fsg
03
Open the fsg form or template
04
Start by entering the date when the fsg was provided
05
Fill in the required details of the fsg provider, such as their name, organization, and contact information
06
Enter the details of the recipient or intended audience of the fsg
07
Include any additional information or instructions regarding the fsg
08
Review the filled-out form for any errors or missing information
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Once reviewed, save or print a copy of the filled-out fsg for record-keeping purposes
Who needs has fsg been provided?
01
The people or entities who need to know whether the fsg has been provided are:
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- Individuals or teams responsible for compliance or regulatory purposes
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- Internal stakeholders or decision-makers who rely on the information provided in the fsg
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- Clients or customers who are entitled to receive the fsg as part of an agreement or transaction
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What is has fsg been provided?
FSG stands for Financial Services Guide, which is a document provided by financial service providers to inform clients about the services offered and important information.
Who is required to file has fsg been provided?
Financial service providers are required to provide the FSG to their clients.
How to fill out has fsg been provided?
The FSG can be filled out by the financial service provider with the required information about their services and disclosure details.
What is the purpose of has fsg been provided?
The purpose of the FSG is to provide clients with key information about the financial services offered, fees and charges, and potential benefits and risks.
What information must be reported on has fsg been provided?
The FSG must include information about the financial service provider, services offered, fees and charges, remuneration structures, and dispute resolution procedures.
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