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GPO Box 89 MELBOURNE VIC 3001 Super Member Center 1300 366 216 vicsuper.com.reinstate your insurance cover×Indicates that providing this information is mandatory. Not doing so may delay the processing

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How to fill out financial services guide

01

Step 1: Start by reading the financial services guide provided by your financial service provider. Familiarize yourself with the content and structure of the guide.

02

Step 2: Pay attention to the table of contents, which provides a clear outline of the topics covered in the guide.

03

Step 3: Take note of any key definitions or terms used throughout the guide, as they can impact your understanding of the information presented.

04

Step 4: Read each section of the guide in detail, making sure to comprehend the information provided.

05

Step 5: If there are any sections or topics you are unsure about, seek clarification from your financial service provider.

06

Step 6: Make notes or highlight important points that you need to remember or refer back to later.

07

Step 7: Consider seeking independent financial advice if you still have questions or need further guidance.

08

Step 8: Keep a copy of the financial services guide for future reference.

09

Step 9: Periodically review the guide to stay updated on any changes or additions made by your financial service provider.

Who needs financial services guide?

01

Anyone who is seeking or using financial services can benefit from the financial services guide.

02

Financial service providers are required by law to provide the guide to their customers or clients.

03

Individuals who want to understand the products, services, fees, and obligations associated with a particular financial service should consult the guide.

04

Investors, borrowers, insurance policyholders, and individuals looking to make financial decisions can greatly benefit from the information provided in the guide.

05

It is especially important for individuals who are new to financial services or have limited knowledge in this area to refer to the guide.

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What is financial services guide?

A financial services guide (FSG) is a document that provides clients with information about the financial services and products offered by a financial service provider.

Who is required to file financial services guide?

Financial service providers, including financial planners, investment advisors, and those offering financial products, are required to file a financial services guide.

How to fill out financial services guide?

To fill out a financial services guide, providers should include details about their services, fees, commissions, and any conflicts of interest, ensuring compliance with regulatory requirements.

What is the purpose of financial services guide?

The purpose of the financial services guide is to inform clients about the nature and scope of the services offered, helping them make informed decisions.

What information must be reported on financial services guide?

The financial services guide must report information such as the provider's contact details, the services offered, the fees involved, any potential conflicts of interest, and the rights of the clients.

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