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PERPETUAL PRIVATE INVESTMENT WRAP IDPs Guide and Financial Services Guided GUIDE AND FINANCIAL SERVICES GUIDE ISSUE NUMBER 5 DATED 3 JUNE 2019 Issued by Perpetual Trustee Company Limited ABN 42 000
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A financial services guide is a document that provides important information about the financial services provider and the services they offer to clients.
Financial services providers such as financial planners, investment advisors, and insurance brokers are required to file a financial services guide.
To fill out a financial services guide, the provider must include information about their services, fees, complaints handling procedures, and any potential conflicts of interest.
The purpose of a financial services guide is to provide clients with important information about the services offered by the provider, including how they operate and the fees involved.
A financial services guide must include information about the services offered, fees charged, complaints handling procedures, and any conflicts of interest that may arise.
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