 |
|---|
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
Session 1:
COMPLIANCE
During this session, we will go over all the Important legislative documents that we must provide,
Prior commencing our discussions in establishing your cover.
Topics Include:
-
The Financial Services Guide ( “FSG” )
-
The General Advice Disclaimer, and
-
The Product Disclosure Documents ( “PDS” )
15 MIN
APPROX
WE MUST PROVIDE
IMPORTANT DOCUMENTS
1. Financial Services Guide ( FSG )
The purpose of a Financial Services Guide (“FSG”)
Is to help you make an informed decision about the services we offer.
This FSG is also an important document that explains :
-
The Services We Provide, and Whom We Act for
-
Information on the Licensing and Professional Indemnity Insurance we must operate under
-
Our Dispute Resolution Processes
-
And Finally how we are paid to operate on your behalf
DOCUMENT
2. General Advice Disclaimer
The General Advice Disclaimer is a Disclaimer that we must read to you,
Which stipulates the Level of Advice we are Authorised to Offer.
The advice I provide is General in Nature,
And DOES NOT take into account your Personal Objectives, Financial Situations, or Needs.
Before making any decision to purchase a certain product,
You should Obtain & Read a copy of the relevant Product Disclosure Statement.
To determine the appropriateness of the information provided,
And You should consider whether the advice provided, is suitable for you.
DOCUMENT
3. Product Disclosure Statements ( PDS )
Here you will find All Relevant
Product Disclosure Statements ( PDS ) & Accompanying Material on all of the various products being offered to you. It is IMPORTANT that you have access to such documents, and refer to them in establishing your policy.
WHAT WE HAVE EMAILED YOU
An Email, Containing a Link to this Page, and attachments within have been emailed to you.
It is important that you save, and refer to these documents in establishing your cover.
In Case, you can't locate such email,
Please find the Self Service Portal opposite as a handy reference point to access them.
DOCUMENTS AVAILABLE FOR DOWNLOAD
As we have access to various Insurance Products,,
Here you can access each document by clicking on the thumbnails below,
Or, by simply downloading them in the Self Service Portal opposite.
Please contact us should you have any questions, Were here to help.
LOAN PROTECTION
PDS & POLICY DOCUMENT
LOAN PROTECTION
NOT ELIGIBLE FOR SUPER FUNDING
LIFE SOLUTIONS
LIFE SOLUTIONS
PDS & POLICY DOCUMENT
LIFE SOLUTIONS
SUPPLEMENTARY PDS
additionally SEE BELOW IF SUPER FUNDED
THE Clearview life solutions SUPER ROLLOVER PACK
SUPER ROLLOVER
PDS
SUPER ROLLOVER
ADDITIONAL INFORMATION
SUPER ROLLOVER
UPDATE TO PDS
SUPER ROLLOVER
TRUST DOCUMENT
