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Equipment Insurance Policy
Combined Financial Services Guide (FSG) and
Product Disclosure Statement (PDS)
Financial Services Guide issued 1st July 2018
This Financial Services Guide (FSG) is issued
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How to fill out supplementary brochure financial services
How to fill out supplementary brochure financial services
01
Gather all necessary financial information such as income, expenses, assets, and liabilities.
02
Clearly define the purpose of the supplementary brochure and what services it will cover.
03
Include detailed information on financial products and services offered by your company.
04
Clearly explain any fees or charges associated with the financial services.
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Provide contact information for clients to reach out for further assistance or clarification.
Who needs supplementary brochure financial services?
01
Individuals seeking financial advice or services.
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Business owners looking for ways to manage their finances more effectively.
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Investors interested in learning about different financial products available.
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What is supplementary brochure financial services?
Supplementary brochure financial services is a document or publication that provides additional information about the financial services offered by a company or organization.
Who is required to file supplementary brochure financial services?
Firms providing financial services are required to file supplementary brochures to provide clients with additional information about their services.
How to fill out supplementary brochure financial services?
Supplementary brochure financial services can be filled out by providing detailed information about the company's services, fees, investment strategies, and any other relevant information for clients.
What is the purpose of supplementary brochure financial services?
The purpose of supplementary brochure financial services is to provide clients with a comprehensive understanding of the financial services offered by a company, helping them make informed decisions about their investments.
What information must be reported on supplementary brochure financial services?
Information that must be reported on supplementary brochure financial services includes details about the company's services, fees, investment strategies, risks, and disclosure information.
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