Financial Services Guide Template for Financial Planners and Life Advisers

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