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FINANCIAL SERVICES GUIDE Version 7.1 20 April 2017Your Adviser Richard Petrus Dover Authorized Representative Number 278638 Strand Financial Pty Ltd Dover Corporate Authorized Representative No. 327450
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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 relevant financial institution or advisor.
03
Read through the guide thoroughly to understand the services offered, fees, and any important terms and conditions.
04
Take note of any documents or identification requirements needed to complete the form.
05
If required, gather the necessary documents and identification.
06
Fill out the required information in the guide accurately, including personal details, financial goals, and any other relevant information.
07
Review the completed guide to ensure all information is correct and legible.
08
Sign and date the guide as required.
09
Keep a copy of the filled-out guide for your records.
10
Submit the completed guide to the financial institution or advisor as instructed.
11
If provided, retain any confirmation or acknowledgement of receipt from the financial institution or advisor.
Who needs financial services guide?
01
Anyone seeking or considering financial services should refer to a financial services guide to understand the nature and scope of the services provided.
02
It is particularly important for individuals or businesses who are entering into financial arrangements, investing, seeking financial advice, or using financial products to have access to a financial services guide.
03
By having a financial services guide, individuals can make informed decisions about their finances and ensure they are aware of any potential risks or costs associated with the services they are seeking.
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What is financial services guide?
A financial services guide is a document that provides information about the financial services offered by a particular individual or organization.
Who is required to file financial services guide?
Financial service providers, including financial advisers, brokers, and planners, are required to provide a financial services guide to their clients.
How to fill out financial services guide?
Fill out the financial services guide with accurate and up-to-date information about the services offered, fees charged, and any conflicts of interest.
What is the purpose of financial services guide?
The purpose of a financial services guide is to help clients make informed decisions about the financial services they are receiving and to understand the fees and charges involved.
What information must be reported on financial services guide?
The financial services guide must include details about the services offered, fees charged, any conflicts of interest, and the complaints handling process.
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