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FINANCIAL SERVICES Guider guide to assisting you with your financial needs Version 7 | September 2021AMAFA Financial Services Guide | Version 7 | September 2021What is a Financial Services Guide?

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What is financial services guide?

A financial services guide is a document that outlines the services and products offered by a financial institution or advisor.

Who is required to file financial services guide?

Financial institutions and advisors are required to file a financial services guide.

How to fill out financial services guide?

To fill out a financial services guide, one must provide detailed information about the services offered, fees involved, and any conflicts of interest.

What is the purpose of financial services guide?

The purpose of a financial services guide is to inform clients about the services and products offered by a financial institution or advisor.

What information must be reported on financial services guide?

A financial services guide must include information about the services offered, fees charged, and any conflicts of interest.

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