Get the free Financial Services Guide - Aberdeen Standard Investments
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Aberdeen Standard
Global Smaller Companies
Fund
Product Disclosure Statement (PDS)
Issued: 12 March 2020ARSN 636 945 090
AIR EQI7232AUIssued by Aberdeen Standard Investments Australia Limited
ABN
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How to fill out financial services guide
How to fill out financial services guide
01
To fill out a financial services guide, follow these steps:
02
Gather all relevant information: Make sure you have all the necessary documents and details related to the financial services you are providing.
03
Introduction: Begin by introducing your company or organization and provide a brief overview of the services you offer.
04
Disclosures: Clearly disclose important information such as fees, charges, commissions, and any conflicts of interest that may arise.
05
Services provided: Outline the different types of financial services you offer and provide detailed explanations for each one.
06
Risks and benefits: Discuss the potential risks and benefits associated with the financial services you provide. Be transparent and informative.
07
Complaints and disputes: Explain the process for handling complaints or disputes and provide contact information for the relevant department or authority.
08
Privacy policy: Include a section that explains how you handle client information and maintain privacy.
09
Important notices: Include any important notices or warnings that clients should be aware of, such as legal limitations or risks involved.
10
Contact details: Provide contact information for your company or organization, including phone numbers, email addresses, and physical addresses.
11
Review and revise: Before finalizing the financial services guide, review the document for accuracy and make any necessary revisions.
12
Seek legal advice: If you are uncertain about any legal requirements or obligations, it is recommended to seek legal advice to ensure compliance.
13
Publish and distribute: Once the financial services guide is complete, publish it on your website or other relevant platforms and distribute copies to your clients.
14
Remember to update the financial services guide periodically to reflect any changes in your services or policies.
Who needs financial services guide?
01
Any individual, company, or organization that provides financial services to clients or customers needs a financial services guide. This includes banks, insurance companies, investment firms, financial advisors, and other financial service providers. The guide serves as a disclosure document that outlines the services, fees, risks, and other important information clients need to know before engaging with the financial service provider. It helps clients make informed decisions and ensures transparency in the financial services industry.
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What is financial services guide?
A financial services guide is a document that contains important information about financial products and services offered by a financial institution.
Who is required to file financial services guide?
Financial institutions and advisors are required to file a financial services guide.
How to fill out financial services guide?
To fill out a financial services guide, one must include information about the services offered, fees charged, and any conflicts of interest.
What is the purpose of financial services guide?
The purpose of a financial services guide is to provide transparency and important information to clients regarding the financial products and services offered.
What information must be reported on financial services guide?
Information about services offered, fees charged, and any conflicts of interest must be reported on a financial services guide.
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