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Travel Insurance Combined Financial Services Guide and Product Disclosure Statement (including Policy Wording)Effective 31 May 2023 Table of contents Product Disclosure Statement....................................................................................................................................................................................................................................................
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Who needs combined financial services guide?
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Individuals seeking financial advice or services from a financial institution or advisor.
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Businesses or organizations looking to engage in financial transactions or investments.
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Anyone interested in understanding and managing their financial situation effectively.
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What is combined financial services guide?
The combined financial services guide is a document that provides information about multiple financial products or services offered by a company or organization.
Who is required to file combined financial services guide?
Financial institutions, advisors, and firms that offer multiple financial products or services are required to file a combined financial services guide.
How to fill out combined financial services guide?
The combined financial services guide must be filled out by detailing the information on each financial product or service offered, including fees, risks, and terms.
What is the purpose of combined financial services guide?
The purpose of the combined financial services guide is to provide transparency and clarity to customers about the various financial products or services available.
What information must be reported on combined financial services guide?
Information such as fees, risks, terms, and conditions for each financial product or service must be reported on the combined financial services guide.
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