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Financial Services Guide FINANCIAL SERVICES GUIDE March 2024 Version 5.3/1We believe all people are entitled to an extraordinary life. Our vision at Positive Dynamics is to provide Australians with
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01
Start with the title 'Financial Services Guide'.
02
Include your business name and contact information at the top.
03
Provide a brief introduction explaining the purpose of the guide.
04
Outline the types of financial services offered.
05
Explain how fees and charges are determined and disclosed.
06
Clearly define the terms and conditions that apply to the services.
07
Include information about any potential conflicts of interest.
08
Provide details on how to lodge a complaint or provide feedback.
09
Ensure the guide is written in clear, understandable language.
10
Review and update the guide regularly to reflect any changes in services or regulations.

Who needs financial services guide?

01
Consumers seeking financial advice or services.
02
Investors looking for information on products offered by financial institutions.
03
Individuals needing clarity on fees associated with financial services.
04
Clients who want to understand their rights and obligations.
05
Anyone looking to file a complaint regarding financial services.
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A Financial Services Guide (FSG) is a document that provides consumers with important information about financial services, including details about the financial service provider, services offered, fees and charges, and dispute resolution procedures.
Entities providing financial services to clients, such as financial advisors, brokers, and investment firms, are required to file a Financial Services Guide.
To fill out a Financial Services Guide, include sections detailing your business information, the services provided, fees, commissions, potential conflicts of interest, and how clients can lodge complaints.
The purpose of a Financial Services Guide is to ensure transparency and to provide clients with the necessary information to make informed decisions about financial services.
Information that must be reported includes the identity of the service provider, a description of the services, fees and charges, conflicts of interest, and how to access dispute resolution mechanisms.
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Financial Services Wealth Management Retirement Planning Investment Advice Financial Confidence Fee for Service Financial Education Client Testimonials Positive Dynamics Superannuation

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