Financial services guide

Aim To give your clients an understanding of who you are and how you operate…

Aim

  • To give your clients an understanding of who you are and how you operate

Include

  • An explanation of what an FSG is and what it includes
  • Your FSG as a PDF

Tips

It’s important if you do upload your FSG that you update it regularly.

Example

A Financial Services Guide, or FSG, provides information about [Our Business Name]. It is designed to help you decide whether or not to seek advice from a financial planner.

The purpose of an FSG is to give you key information about our business, licensee and the authorised representative who will give you financial advice.

You can view our FSG here.

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