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Financial Guide

Financial Services Guide

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What is an FSG (Financial Service Guide)?

An FSG contains important information a retail client should read and understand before deciding whether to obtain financial services from a providing entity.

Where an FSG is required, it is encouraged that the providing entities to:

  1. provide FSGs in enough time to give clients an adequate opportunity to consider the information they contain before deciding whether to obtain financial services from the providing entity; and
  2. make their FSGs available to potential clients through their publicly available website (if any) and at their offices or branches.

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