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FINACIAL SERVICES GUIDE Date of preparation 05/10/2022Bona Fide Advice Pty Ltd (ABN 55619001197) Australian Financial Services License No: 524359Address: 323/65Stables Circuit Doncaster VIC 3108 Telephone:

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How to fill out finacial services guide

01

Step 1: Start by gathering all the necessary information regarding the financial services you provide.

02

Step 2: Begin by introducing your company and providing a brief overview of the financial services you offer.

03

Step 3: Include detailed information about each financial service, including any fees or charges associated with them.

04

Step 4: Provide clear instructions on how clients can access and utilize the financial services you offer.

05

Step 5: Explain any potential risks or limitations associated with the financial services and how clients can mitigate them.

06

Step 6: Include important contact information, such as phone numbers and email addresses, for clients to reach out for further assistance or inquiries.

07

Step 7: Conclude the guide with a summary and reiterate the benefits of utilizing your financial services.

08

Step 8: Proofread and revise the guide to ensure clarity and accuracy.

09

Step 9: Distribute the guide to clients through various channels, such as email, online portals, or in-person meetings.

10

Step 10: Regularly update the guide to reflect any changes or updates in your financial services.

Who needs finacial services guide?

01

Any individual or business seeking financial services can benefit from a financial services guide.

02

Investors who are looking to make informed decisions about their finances and investments may find a financial services guide useful.

03

Clients who want to understand the range of services offered by a financial institution or advisor can refer to the guide.

04

Businesses or individuals that are new to financial services and want to learn the basics and get guidance can benefit from the guide.

05

People who want to compare different financial service providers and understand their offerings can use the guide as a reference.

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What is financial services guide?

A financial services guide (FSG) is a document that provides information about financial services and products to assist consumers in making informed decisions.

Who is required to file financial services guide?

Financial institutions, financial planners, and other entities that provide financial products and services are required to file a financial services guide.

How to fill out financial services guide?

To fill out a financial services guide, organizations should include details about the services offered, fees, compensation, and any conflicts of interest, ensuring compliance with regulatory requirements.

What is the purpose of financial services guide?

The purpose of a financial services guide is to enhance transparency and help consumers understand the nature of the financial services provided and the associated risks.

What information must be reported on financial services guide?

The information typically reported on a financial services guide includes the types of services offered, fees, commissions, potential conflicts of interest, and the process for handling complaints.

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