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SOURCE OF WEALTH DECLARATION POLITICALLY EXPOSED PERSON AND FOREIGN RESIDENT Phillip Capital Limited ABN 14 002 918 247 ADSL 246827 Phillip Capital Trading Pty Ltd ABN 68 066 066 911 ADSL 246796 Together
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How to fill out financial services guide

01
Start by obtaining a copy of the financial services guide (FSG) from the relevant financial institution or service provider.
02
Read the FSG carefully to understand the terms and conditions, services offered, and any applicable fees or charges.
03
Fill out the FSG by providing accurate and complete information about yourself, including your name, contact details, and financial goals.
04
Specify the types of financial services you are interested in and indicate any specific requirements or preferences you may have.
05
If necessary, seek advice or clarification from the financial institution or service provider to ensure you understand the FSG and its implications.
06
Sign and date the FSG to acknowledge that you have read, understood, and agreed to the terms and conditions outlined in the guide.
07
Submit the filled-out FSG to the financial institution or service provider as per their instructions.
08
Retain a copy of the filled-out FSG for your records and reference purposes.

Who needs financial services guide?

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Anyone who is considering availing financial services from a financial institution or service provider should refer to the financial services guide.
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Individuals or businesses who want to educate themselves about the range of financial services available and the associated risks and benefits can benefit from the guide.
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Investors who are looking to make informed decisions about investments and financial products can use the guide as a valuable source of information.
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Consumers who want to understand the obligations and responsibilities of the financial institutions or service providers can refer to the guide.
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People who want to compare different financial institutions or service providers based on the services they offer and their fees can find the guide helpful.
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A financial services guide is a document that provides information about the financial services offered by a company or individual.
Financial service providers are required to file a financial services guide.
To fill out a financial services guide, providers need to include information such as their services, fees, and contact details.
The purpose of a financial services guide is to inform clients about the services offered and help them make informed decisions.
Information such as services offered, fees, contact details, and complaints handling procedures must be reported on a financial services guide.
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