Financial Services Guide Template for Financial Planners and Life Advisers

$310

A template FSG suitable for Financial planners & Life advisers

This product is currently out of stock

A customisable template containing all the information that is required to be in a FSG, covering:

  • Your services
  • Other documents you may provide
  • How clients can contact you
  • How you are paid
  • Who you pay
  • Important associations
  • PI insurance
  • Complaints and disputes
  • Privacy
  • Payment terms

Benefits:

  • Covers all the regulatory requirements for a FSG
  • Easy to customise
  • Suitable for licensees and authorised representatives
  • Variable clauses to suit different business models
  • Clear, concise and effective language
  • Detailed content and user guide
  • Supports your quality assurance programme

Use:

  • Customise to create a compliant FSG
  • Convenient reference guide

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