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Incentivize Investment Fund ARSON 657 944 100Product Disclosure Statement 11 May 2022Responsible Entity Vasco Responsible Entity Services Limited ACN 160 969 120| ADSL 434 533 Investment Manager SD

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How to fill out financial services guide

01

Obtain a copy of the financial services guide from the financial institution or advisor.

02

Read through the guide carefully to understand the services offered, fees, and important information.

03

Take note of any questions or concerns you may have and consult with the advisor for clarification.

04

Fill out any required personal information accurately and completely.

05

Keep a copy of the financial services guide for your records.

Who needs financial services guide?

01

Individuals seeking financial advice or services

02

Investors looking to understand the services and fees of a financial institution or advisor

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Anyone interested in making informed decisions regarding their finances

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What is financial services guide?

A financial services guide is a document that provides essential information about the financial services offered by a financial institution.

Who is required to file financial services guide?

Financial institutions, including banks, credit unions, and investment firms, are required to file a financial services guide.

How to fill out financial services guide?

The financial services guide should be completed with accurate information about the services offered, fees charged, and contact details of the institution.

What is the purpose of financial services guide?

The purpose of the financial services guide is to provide clients with important information about the financial services offered, including fees, risks, and conflicts of interest.

What information must be reported on financial services guide?

The financial services guide must include details about the services offered, fees charged, and contact information for the institution.

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