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      "middleName": "",
      "lastname": "",
      "fullname": "",
      "username": "",
      "email": "",
      "email2": "",
      "email3": "",
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      "leadSourceType": {},
      "industryType": {},
      "ratingType": {},
      "isWholesaler": false,
      "isLoggedIn": false
    }
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      "templatePath": "/_System/ContentHolders/Technical Head.html",
      "parameters": "name=\"Technical Head\"",
      "apiEndpoint": "/api/v3/contentholder",
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      "objectId": 84985,
      "adminUrl": "/Admin/ContentHolders_Detail.aspx?ContentHolderID=84985"
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    "editableFieldTypes": {
      "id": "Id",
      "content": "Html"
    },
    "id": 84985,
    "name": "Technical Head",
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    "params": {
      "name": "Technical Head"
    }
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}
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Home Financial Services Guide Template
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  • Financial Services Guide Template

    $310.00 inc. GST

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    Sample

    What

    A template FSG

    Suitable for
    • Financial planners
    • Life advisers
    Contains

    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
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    • Privacy
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    Benefits
    • Covers all the regulatory requirements for a FSG
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    • 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

    SEE ALSO

    Financial Adviser Manual

    Statement of Advice Template

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