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FINANCIAL SERVICES GUIDE
Version 7.1
20 April 2017Your Adviser
Matthew Happen
Dover Authorized Representative Number 308540
Matthew Happen Financial Services Pty Ltd
Dover Corporate Authorized Representative
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How to fill out financial services guide
How to fill out financial services guide
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To fill out a financial services guide, follow these steps:
02
Start by obtaining a copy of the financial services guide from the provider or the company's website.
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Read through the guide carefully to understand the services being offered, the fees involved, and any terms and conditions associated with the services.
04
Familiarize yourself with the contact details of the provider, including their office address, phone number, and email address.
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Who needs financial services guide?
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Financial services guides are important for anyone who is considering or engaging with financial products or services. This includes individuals, businesses, and organizations seeking financial advice, investment opportunities, insurance, lending products, or other financial services. The guide provides valuable information that helps consumers make informed decisions and understand the risks, costs, and benefits associated with the financial services being offered. It ensures transparency and disclosure of key information, protecting the interests of consumers.
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What is financial services guide?
Financial services guide is a document that provides information about the financial services offered by a company, including details about the products, fees, and procedures.
Who is required to file financial services guide?
Financial services providers are required to file a financial services guide to inform clients about the services offered.
How to fill out financial services guide?
To fill out a financial services guide, providers must include information about the services offered, fees, contact details, and other relevant information.
What is the purpose of financial services guide?
The purpose of a financial services guide is to provide clients with important information about the financial services offered by a company to help them make informed decisions.
What information must be reported on financial services guide?
A financial services guide must include details about the company, services offered, fees, contact information, and key features of the products.
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