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Macquarie Cash Management Account Product Information StatementMacquarie Adviser ServicesMacquarie Bank Limited ABN 46 008 583 542 Australian Financial Services License No: 237502 Dated: 28 November

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How to fill out financial services guide

01

Start by reading the financial services guide provided by your financial institution or advisor.

02

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03

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Review the information on the financial institution or advisor's background, experience, and qualifications.

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Who needs financial services guide?

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Anyone seeking financial services or advice should refer to a financial services guide. This includes individuals, businesses, and organizations.

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It is particularly important for those who are considering engaging with a financial institution or advisor for the first time, as the guide provides essential information about the services offered, fees involved, and how any complaints would be handled.

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What is financial services guide?

The financial services guide is a document provided by financial service providers to their clients, outlining the services offered, fees, and complaints handling procedures.

Who is required to file financial services guide?

Financial service providers such as financial planners, investment advisers, and insurance brokers are required to provide a financial services guide to their clients.

How to fill out financial services guide?

Financial service providers must include information such as services offered, fees, contact details, and complaints handling procedures in the financial services guide.

What is the purpose of financial services guide?

The purpose of the financial services guide is to inform clients about the services offered, fees charged, and provide transparency regarding complaints handling procedures.

What information must be reported on financial services guide?

Information such as services offered, fees, contact details, and complaints handling procedures must be reported on the financial services guide.

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