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Effective 2 June 2014 Financial Services Guide ifs.net.AU The provider of the services described in this Financial Services Guide is Industry Fund Services Limited ABN54007016195, AFSL232514, Registered
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How to fill out financial services guide
How to fill out a financial services guide:
01
Start by reading the guide thoroughly to understand its purpose and the information it contains.
02
Follow the instructions provided in the guide for completing the necessary sections. This may include filling out personal information, disclosing any relevant financial interests or affiliations, and providing details about the financial services being offered.
03
Pay attention to any specific requirements or guidelines outlined in the guide. This could involve providing additional documentation, obtaining signatures, or meeting certain criteria.
04
Take the time to understand the terms and conditions associated with the financial services being offered. Familiarize yourself with any potential risks or obligations that may arise from engaging in these services.
05
Seek clarification or assistance from the appropriate authorities or professionals if you encounter any difficulties or uncertainties during the completion process.
06
Review the completed financial services guide for accuracy and ensure that all required information has been provided.
Who needs a financial services guide:
01
Individuals or organizations providing financial services to clients, such as financial advisors, investment firms, insurance companies, or banks, are required to provide a financial services guide to their clients.
02
Clients who are seeking or engaging in financial services should request and review the financial services guide before making any decisions or commitments. It helps them understand the nature of the services being offered, any potential risks, fees, or conflicts of interest involved, and their rights and obligations as clients.
03
Anyone who wants to have a clear understanding of the financial services being provided or wishes to make an informed decision about their financial situation may find a financial services guide helpful.
Remember that the above information is provided as a general guide and may vary depending on the specific jurisdiction or financial institution involved. It is always recommended to consult the relevant regulations and guidelines in your particular region.
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What is financial services guide?
The financial services guide is a document that provides important information about the financial services offered by a company, including fees, charges, and any conflicts of interest.
Who is required to file financial services guide?
Financial service providers such as banks, insurance companies, and investment firms are required to file a financial services guide.
How to fill out financial services guide?
To fill out a financial services guide, the provider must include details about their services, fees, charges, and any conflicts of interest. The guide should be written clearly and in plain language to ensure that consumers can easily understand the information.
What is the purpose of financial services guide?
The purpose of the financial services guide is to help consumers make informed decisions about financial products and services by providing them with essential information about the services offered.
What information must be reported on financial services guide?
The financial services guide must include details about the services offered, fees, charges, and any conflicts of interest that could impact the consumer.
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