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Home Financial Services Guide Template

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  • Financial Services Guide Template

    $310.00 inc. GST

    What

    A template FSG

    Suitable for

    General insurance brokers

    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
    • Complaints and disputes
    • Privacy
    • Duty of disclosure
    • 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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