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Financial Services Guide Version: 3 Issue Date: 01 January 2021Important Information The financial services we refer to in this Financial Services Guide (FSG) are offered by your financial adviser

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What is financial services guide?

A financial services guide is a document that provides information about the financial services offered by a company or individual, including details about the services, fees, and the complaint resolution process.

Who is required to file financial services guide?

Financial service providers, such as banks, investment firms, and financial advisors, are required to provide a financial services guide to their clients.

How to fill out financial services guide?

To fill out a financial services guide, the provider must include details about the services offered, fees, dispute resolution procedures, and other relevant information as required by regulations.

What is the purpose of financial services guide?

The purpose of a financial services guide is to provide clients with important information about the financial services being offered, including fees, risks, and how to make complaints.

What information must be reported on financial services guide?

Information that must be reported on a financial services guide includes details about the financial services offered, fees, conflicts of interest, and the complaint resolution process.

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