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Financial Services Guidepost 2 (Adviser Profile) Date updated 23 / 08 / 2017PART 2 (Adviser Profile)SECTION 1Part 2 (Adviser Profile) contains the following sections:ABOUT YOUR ADVISER WHO IS YOUR
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How to fill out financial services guide
How to fill out financial services guide
01
Obtain a copy of the financial services guide (FSG)
02
Read through the FSG carefully and familiarize yourself with its contents
03
Pay close attention to the information provided about the financial services offered
04
Take note of any fees or charges associated with the financial services
05
If you have any questions or require further clarification, contact the provider of the financial services
06
Complete any necessary forms or documents as outlined in the FSG
07
Keep a copy of the filled out FSG for your records
Who needs financial services guide?
01
Anyone who is considering or engaging in financial services
02
Individuals or businesses seeking professional advice or assistance in managing their finances
03
Customers of financial institutions or service providers
04
Investors looking for information about investment options or products
05
Consumers wanting to understand the terms and conditions of financial services
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What is financial services guide?
A financial services guide is a document that provides key information about a financial service provider and the services they offer.
Who is required to file financial services guide?
Financial service providers are required to file a financial services guide to inform clients about their services and fees.
How to fill out financial services guide?
To fill out a financial services guide, a provider must include details about their services, fees, and contact information in a clear and concise manner.
What is the purpose of financial services guide?
The purpose of a financial services guide is to help clients understand the services offered by a provider, their fees, and how to contact them.
What information must be reported on financial services guide?
A financial services guide must include information about the provider's services, fees, contact details, and any conflicts of interest.
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