CALL TODAY FOR INDEPENDENT FINANCIAL SERVICE ADVICE
1300-693-511Financial Services Guide
The Financial Services Guide (FSG) is a legal document in the financial planning industry that ALL new clients must be provided with before any personal advice can be given.
This document includes the following information:
- what happens when you see a JPM financial advisor;
- the financial planning process;
- advice documents that may be provided;
- areas of advice a JPM financial advisor can offer you;
- types of investments a JPM financial advisor can offer you;
- how a JPM financial advisor is paid;
- fess that are applicable to you;
- fees we pay to any referrers;
- confidentiality of your personal information;
- the process of appealing should you have any complaint;
- Customer Acknowldgement, signed by the client.
The financial planning industry is a highly regulated industry and dealing with JPM Investment Group you can be assured that our independent financial advisors are continously trained to ensure our services are conducted in a professional manner for all of our clients.