Get the free Combined PDS and FSG - HSBC Australia

...with an added layer of protection Important notices, legal information and disclaimer This combined Product Disclosure Statement (PDS) and Financial Services Guide (FSG) relates to the offer of

How to fill out combined pds and fsg

How to fill out combined PDS and FSG:

1. Start by reading the instructions carefully. The combined PDS and FSG typically includes important information about a financial product or service, as well as the specific details about the financial services provider offering it. Familiarize yourself with the purpose and content of the document.
2. Fill in the personal details. The combined PDS and FSG often requires you to provide your personal information such as your full name, contact details, and any other relevant identification information. Make sure to double-check the accuracy of your details before proceeding.
3. Understand the terms and conditions. The document may contain terms and conditions related to the financial product or service being offered. Take the time to carefully read and comprehend these terms, including any associated fees, charges, or potential risks involved.
4. Complete any additional sections. Depending on the nature of the financial product or service, there may be specific sections to fill out. Examples could include investment preferences, risk tolerance, or any other relevant information the provider requires to tailor their offerings to your needs.
5. Seek professional advice, if needed. If you are unsure about certain aspects of the combined PDS and FSG or require clarification, it is recommended to consult a qualified financial professional who can guide you through the process and address any concerns you may have.

Who needs combined PDS and FSG:

1. Individuals considering investing in a financial product or service. Whether it's opening a bank account, purchasing insurance, or investing in managed funds, individuals who are evaluating various financial options need access to the combined PDS and FSG.
2. Existing customers seeking updated information. Current customers of a financial services provider may need the combined PDS and FSG when they are provided with new products or services, or when there are significant changes to their existing arrangements.
3. Regulatory bodies and authorities. The combined PDS and FSG serve as essential regulatory documents, ensuring transparency and compliance within the financial industry. Regulatory bodies and authorities may use these documents for review or oversight purposes.

Note: The exact requirements for filling out a combined PDS and FSG may vary depending on the financial services provider and the specific product or service being offered. It is important to carefully review and follow the instructions provided by the provider when completing the document.

For pdfFiller’s FAQs

How do I make edits in combined pds and fsg without leaving Chrome?

Install the pdfFiller Google Chrome Extension to edit combined pds and fsg and other documents straight from Google search results. When reading documents in Chrome, you may edit them. Create fillable PDFs and update existing PDFs using pdfFiller.

How can I edit combined pds and fsg on a smartphone?

The easiest way to edit documents on a mobile device is using pdfFiller’s mobile-native apps for iOS and Android. You can download those from the Apple Store and Google Play, respectively. You can learn more about the apps here. Install and log in to the application to start editing combined pds and fsg.

How do I fill out combined pds and fsg using my mobile device?

You can easily create and fill out legal forms with the help of the pdfFiller mobile app. Complete and sign combined pds and fsg and other documents on your mobile device using the application. Visit pdfFiller’s webpage to learn more about the functionalities of the PDF editor.

What is combined pds and fsg?

Combined PDS and FSG refers to the combination of a Product Disclosure Statement (PDS) and a Financial Services Guide (FSG) into a single document.

Who is required to file combined pds and fsg?

Financial institutions and entities offering financial products or services are required to file combined PDS and FSG.

How to fill out combined pds and fsg?

Combined PDS and FSG can be filled out by providing accurate and detailed information about the financial product or service being offered, along with information about the financial institution.

What is the purpose of combined pds and fsg?

The purpose of combined PDS and FSG is to provide consumers with essential information about a financial product or service, including fees, risks, and terms and conditions.

What information must be reported on combined pds and fsg?

Information such as fees, risks, benefits, terms and conditions, contact details of the financial institution, and dispute resolution procedures must be reported on combined PDS and FSG.