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FINANCIAL SERVICES GUIDE Version 7.1 20th April 2017Your Adviser John Jones Dover Authorized Representative Number 244943 John F Jones Pty Ltd Dover Corporate Authorized Representative Number 423035 4631

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How to fill out financial services guide

01

Read the financial services guide (FSG) provided by the company offering the financial services.

02

Familiarize yourself with the contents of the FSG, which typically includes information about the company, the services offered, any fees or costs involved, and important disclosures or disclaimers.

03

Pay attention to any specific instructions or requirements given in the FSG, such as providing personal information or completing certain forms.

04

If there are any terms or concepts you do not understand, refer to the glossary or contact the company for clarification.

05

If you have any questions or concerns while filling out the FSG, seek assistance from the company's customer service or support team.

06

Once you have completed filling out the FSG, review it carefully to ensure all information is accurate and complete.

07

If necessary, make copies or keep digital copies of the filled-out FSG for your records.

08

Submit the filled-out FSG as per the instructions provided by the company, which may involve mailing it or submitting it electronically through their website or online platforms.

Who needs financial services guide?

01

Anyone who is seeking or considering financial services from a particular company should refer to the financial services guide.

02

Individuals or businesses planning to use the company's financial products, such as insurance, investments, loans, or financial advice, need to consult the financial services guide.

03

Existing clients or customers of the company who want detailed information about the services they are currently using or may want to explore additional services offered by the company should also refer to the financial services guide.

04

Regulatory bodies, government agencies, or professional organizations requiring information about the company's financial services and compliance may also need access to the financial services guide.

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What is financial services guide?

A financial services guide is a document that outlines the financial services provided by a company, including information on products, fees, and other important details.

Who is required to file financial services guide?

Financial service providers, including banks, investment firms, and insurance companies, are required to file a financial services guide.

How to fill out financial services guide?

To fill out a financial services guide, companies need to provide accurate information about their services, fees, and other relevant details in the prescribed format.

What is the purpose of financial services guide?

The purpose of a financial services guide is to inform consumers about the services offered by a financial institution, helping them make informed decisions about their finances.

What information must be reported on financial services guide?

A financial services guide must include information about the services offered, fees charged, potential risks, and how complaints are handled.

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