Get the free Financial Services Guide - Sky Summit

FINANCIAL SERVICES GUIDE Version 7.1 20 April 2017Your Adviser Nathaniel Cell Dover Authorized Representative Number AR 325482 Sky Summit Pty Ltd Dover Corporate Authorized Representative Number AR

How to fill out financial services guide

How to fill out financial services guide

1. Read the financial services guide thoroughly to understand the services provided by the financial institution.
2. Identify the sections that are relevant to your financial needs, such as investment opportunities, insurance options, or budgeting assistance.
3. Take note of any specific instructions or requirements mentioned in the guide.
4. Begin filling out the guide by providing your personal information, such as name, contact details, and financial goals.
5. Follow the prompts and provide accurate and up-to-date information regarding your financial situation.
6. Review the completed guide to ensure all sections are filled out correctly.
7. Sign and date the guide, acknowledging that you have read and understood the provided information.
8. Submit the filled-out financial services guide to the appropriate financial institution or advisor.
9. Keep a copy of the guide for your records.
10. If you have any questions or need further clarification, contact the financial institution or advisor for assistance.

Who needs financial services guide?

1. Individuals who are seeking financial advice or services from a financial institution or advisor.
2. People who want to understand the range of services offered by a financial institution.
3. Those who wish to compare different financial institutions and their service offerings.
4. Individuals who want to make informed decisions regarding their finances and understand the potential risks involved.
5. Anyone looking for assistance with budgeting, investing, insurance, or other financial matters.

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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 company or individual.

Who is required to file financial services guide?

Financial service providers such as banks, investment firms, and financial advisors are required to file a financial services guide.

How to fill out financial services guide?

To fill out a financial services guide, one must include information about the services offered, fees and charges, and contact details.

What is the purpose of financial services guide?

The purpose of a financial services guide is to inform clients about the services offered, fees charged, and their rights as consumers.

What information must be reported on financial services guide?

Information that must be reported on a financial services guide includes services offered, fees and charges, contact details, and complaints handling procedures.