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Instructions and form for super fund membersPayment of unclaimed
super money
How to complete your Application for payment
ofunclaimedsupermoneyindividual. WHY DO WE HOLD UNCLAIMED SUPER?
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How to fill out financial services guide
How to fill out financial services guide
01
To fill out a financial services guide, follow these steps:
02
Start by obtaining a copy of the financial services guide from the service provider or accessing it online.
03
Read and understand the introductory sections of the guide, which provide information about the service provider and the services they offer.
04
Familiarize yourself with the different sections of the guide, such as the table of contents and the glossary.
05
Pay attention to the important details, including the disclosure statements, fees and charges, and the provider's contact information.
06
Take note of any specific instructions or requirements mentioned in the guide.
07
If there are any forms or documents to be filled out, ensure that you provide accurate and complete information.
08
Follow any additional guidelines provided in the guide for submitting the filled-out documents or obtaining further assistance.
09
Keep a copy of the filled-out financial services guide for your reference and records.
Who needs financial services guide?
01
Anyone seeking financial services should refer to the financial services guide. This includes individuals, companies, organizations, or any entity that intends to engage or utilize the services of a financial service provider.
02
It is particularly important for individuals who are considering entering into a business relationship with a financial service provider, making financial investments, or seeking professional financial advice.
03
Additionally, individuals who are clients or customers of existing financial service providers should also review the financial services guide to stay informed about the services being offered, fees involved, and any changes in policies or regulations.
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What is financial services guide?
A financial services guide is a document that provides information about the financial products and services offered by a financial institution or adviser.
Who is required to file financial services guide?
Financial institutions and advisers are required to file a financial services guide.
How to fill out financial services guide?
To fill out a financial services guide, information about the products and services offered, the fees and charges involved, and the contact details of the institution or adviser must be provided.
What is the purpose of financial services guide?
The purpose of a financial services guide is to help consumers make informed decisions about the financial products and services offered by a financial institution or adviser.
What information must be reported on financial services guide?
Information about the products and services offered, fees and charges, and contact details must be reported on a financial services guide.
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