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Fleming Preprimary Centre5 Aberdeen Avenue South, Craig hall Park, 2196 Fleming iafrica.com www.flemingpreprimary.co.za Tel: 011 3270083Indemnity Form Fleming PrePrimary and Aftercare NAME OF PUPIL:
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How to fill out financial services guide

01
Start by obtaining a copy of the financial services guide (FSG) from the relevant financial institution or advisor.
02
Read the FSG carefully, paying close attention to the information provided about the financial services offered.
03
Look for specific details on the services provided, fees and charges, complaints procedures, and any potential conflicts of interest.
04
Make note of the contact details provided in the FSG in case you have any questions or need further clarification.
05
If you are satisfied with the information provided, you can proceed with engaging the financial services as outlined in the guide.
06
Keep a copy of the FSG for future reference and reference any relevant sections when seeking further assistance or making decisions based on the services offered.

Who needs financial services guide?

01
Anyone who is considering or seeking financial advice or services would benefit from the financial services guide.
02
Individuals who are planning to invest, obtain insurance, or engage in other financial activities should refer to the FSG for important information.
03
It is especially important for those who are not familiar with financial matters or are unsure about the available services to consult the guide for guidance.
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The financial services guide is a document that provides information about the financial services offered by a particular entity, including details about their services, fees, and complaints resolution process.
Financial services providers such as banks, insurance companies, and investment firms are required to file a financial services guide.
To fill out a financial services guide, the provider must include information about their services, fees, and complaints resolution process in a clear and easy-to-understand format.
The purpose of the financial services guide is to provide consumers with important information about the services offered by a financial services provider, helping them make informed decisions.
The financial services guide must include details about the provider's services, fees, and complaints resolution process, as well as any other relevant information that may impact consumers.
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