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FINANCIAL SERVICES GUIDE
Version 7.1
20th April 2017Your Adviser
Trent Burton Sampson
Dover Authorized Representative Number 245450
Reinsure Pty Ltd
Dover Corporate Authorized Representative Number
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01
To fill out a financial services guide, follow these steps:
02
Start by providing your personal information, such as your name, date of birth, and contact details.
03
Provide information about your financial goals and objectives, including your investment preferences and risk tolerance.
04
Specify the type of financial services you are seeking and the products or services you are interested in.
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Keep a copy of the filled-out guide for your records.
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Remember to consult with a qualified financial advisor if you have any questions or need assistance in filling out the guide.
Who needs financial services guide?
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The financial services guide is necessary for anyone seeking or receiving financial advice or services. This includes individuals who want to invest their money, obtain insurance, apply for a loan, or engage in any other financial activities.
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Financial institutions, such as banks and investment firms, also need the financial services guide to inform their clients about the services they offer and the terms and conditions associated with them.
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In summary, anyone involved in financial transactions or seeking financial advice can benefit from having access to a financial services guide.
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What is financial services guide?
A financial services guide is a document that provides important information about the financial services being offered by a financial institution or service provider.
Who is required to file financial services guide?
Financial institutions and service providers are required to file a financial services guide.
How to fill out financial services guide?
To fill out a financial services guide, the institution or provider must include details about their services, fees, and important terms and conditions.
What is the purpose of financial services guide?
The purpose of a financial services guide is to inform customers about the services being offered, fees involved, and their rights as consumers.
What information must be reported on financial services guide?
A financial services guide must include details about the services offered, fees charged, any conflicts of interest, and how complaints can be made.
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