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Financial Services Guide (FSG) of Noel Plethora & Pay safe Advisory Services Pty Ltd (Authorized Representative No. 331204) Version 2020/2 June 2021. The purpose of this guide is designed to assist

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How to fill out financial services guide fsg

01

Understand the purpose of the Financial Services Guide (FSG) which is to provide important information about the financial services offered by a particular organization.

02

Read the FSG carefully and familiarize yourself with the services offered, the fees and charges, the complaints handling procedure, and the organization's contact details.

03

Make sure to fill out any required sections accurately, including personal details and any specific information relevant to the services being provided.

04

If you have any questions or need clarification on any part of the FSG, don't hesitate to contact the organization directly for assistance.

05

Sign and date the FSG once you have completed filling out all the necessary sections.

Who needs financial services guide fsg?

01

Anyone who is considering using the financial services offered by a particular organization.

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Individuals who want to understand the services, fees, and charges associated with financial products.

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Investors who want to make informed decisions about their finances and investments.

04

Consumers who want to know their rights and responsibilities when using financial services.

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What is financial services guide fsg?

The financial services guide (FSG) is a document that provides information about the financial services offered by a company, including fees, complaints handling procedures, and the company's financial services license.

Who is required to file financial services guide fsg?

Financial services providers are required to provide a financial services guide (FSG) to their clients to inform them about the services offered and help them make informed decisions.

How to fill out financial services guide fsg?

To fill out a financial services guide (FSG), the financial services provider must include details about the services offered, fees charged, and contact information for complaints and disputes.

What is the purpose of financial services guide fsg?

The purpose of the financial services guide (FSG) is to provide clients with clear and concise information about the financial services offered by a company, including important details such as fees and complaints handling procedures.

What information must be reported on financial services guide fsg?

The financial services guide (FSG) must include details about the services offered, fees charged, and contact information for complaints and disputes.

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