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AFM Advisers Pty Ltd ABN 39 003 717 824 A subsidiary of Australasian Financial Management Pty Ltd ABN 23 001 467 572 Letter Of Authority Authorized Representative of Apogee Financial Planning Limited
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How to fill out financial services guide
01
The first step in filling out a financial services guide is to gather all relevant information. This includes details about your financial services provider, such as their name, contact information, and any license or registration numbers they may have.
02
Next, review the sections of the financial services guide and familiarize yourself with its contents. These guides typically include information about the services being offered, the fees and charges associated with those services, any conflicts of interest that may arise, and details about how complaints or disputes can be resolved.
03
As you read through the guide, take note of any questions or concerns you may have. It's important to fully understand the information provided before making any decisions or commitments.
04
If you still have questions or need clarification after reading the guide, don't hesitate to reach out to your financial services provider. They should be able to provide you with the necessary assistance and clarification.
05
Once you feel confident and have a clear understanding of the guide, you can proceed with any necessary actions. This may include signing any relevant agreements or documents, or taking any steps required to engage with the financial services being offered.
As for who needs a financial services guide, it is generally recommended for anyone who is considering or engaging in any financial services. This includes individuals seeking investment advice, insurance coverage, or other financial products or services. The guide provides important information to help consumers make informed decisions and understand the terms and conditions of the services being offered.
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What is financial services guide?
A financial services guide is a document that provides information about the financial services offered by a company or individual, including details about fees, commissions, and dispute resolution procedures.
Who is required to file financial services guide?
Financial service providers such as financial advisers, brokers, and dealers are required to file a financial services guide.
How to fill out financial services guide?
To fill out a financial services guide, providers need to include details about their services, fees, charges, and information about how complaints can be resolved.
What is the purpose of financial services guide?
The purpose of a financial services guide is to provide clients with important information about the financial services being offered, helping them make informed decisions.
What information must be reported on financial services guide?
A financial services guide must include details about the services being offered, fees, charges, and dispute resolution procedures.
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