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29 October 2019
Man Investments Australia Limited
Financial Services Guide ABN 47 002 747 480 AFS License Number 240581Financial Services Guide
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How to fill out financial services guide
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01
To fill out a financial services guide, follow these steps:
02
Start by reading the guide carefully to understand its purpose and the information it provides.
03
Fill in your personal details, such as your name, contact information, and any other required identification details.
04
Make sure to answer any questions or sections that require specific information about your financial situation. This may include details about your income, assets, debts, and financial goals.
05
Provide accurate and honest information. Make sure to double-check your answers before submitting the form.
06
Review the completed form to ensure all sections have been filled out correctly.
07
Sign and date the form to acknowledge that you have read and understood the information provided in the financial services guide.
08
Submit the filled-out form as instructed by the relevant financial institution or service provider.
Who needs financial services guide?
01
Any individual or entity who intends to use or engage with financial services may need a financial services guide. This may include:
02
- Individuals looking to invest in various financial products such as stocks, bonds, or mutual funds.
03
- People seeking financial advice or planning services.
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- Consumers considering taking out loans, mortgages, or insurance policies.
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- Business owners or companies looking for banking and financial solutions.
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- Anyone who wishes to understand the terms, fees, and risks associated with a particular financial service.
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What is financial services guide?
A financial services guide is a document that provides important information about a financial services provider, their services, and how they operate.
Who is required to file financial services guide?
Financial services providers are required to file a financial services guide.
How to fill out financial services guide?
To fill out a financial services guide, providers must include details about their services, fees, complaints handling procedures, and other relevant information.
What is the purpose of financial services guide?
The purpose of a financial services guide is to help consumers make informed decisions about financial products and services.
What information must be reported on financial services guide?
Information such as services offered, fees, contact details, complaints procedures, and any conflicts of interest must be reported on a financial services guide.
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