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PRODUCT DISCLOSURE STATEMENTPrestigeIntroductionContentsIt is important that before You purchase this insurance You take the time to read and understand this Combined Product Disclosure Statement
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How to fill out combined financial services guide

01
Step 1: Start by obtaining a combined financial services guide (CFSG) from the financial institution or advisor you are dealing with.
02
Step 2: Read the CFSG carefully to understand the types of financial services provided, fees and charges, and terms and conditions.
03
Step 3: Familiarize yourself with the complaints handling process outlined in the CFSG.
04
Step 4: Assess your financial needs and goals to determine which services are relevant to you.
05
Step 5: Complete any necessary application forms or paperwork as directed in the CFSG.
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Step 6: Keep a copy of the CFSG for future reference and record-keeping purposes.

Who needs combined financial services guide?

01
Any individual or entity who is seeking or using financial services from a specific financial institution or advisor needs a combined financial services guide (CFSG). It provides important information about the financial services being offered, the associated fees and charges, and outlines the terms and conditions related to the services. It helps individuals make informed decisions about the financial services that best fit their needs and goals.
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Combined financial services guide is a document that provides information about the financial services offered by a business, including details about the products, fees, and terms and conditions.
Financial service providers and businesses that offer financial services are required to file a combined financial services guide.
To fill out a combined financial services guide, include information about the financial services offered, fees, terms and conditions, and contact information for the business.
The purpose of a combined financial services guide is to provide clients with important information about the financial services offered by a business, helping them make informed decisions.
The combined financial services guide must include details about the products and services offered, fees and charges, terms and conditions, and contact information for the business.
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