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Within the practical example pack provided is a Financial Services Guide (FSG). Clearly identify any shortcomings it may have and provide suitable recommendations for correction.
Member rating: No Rating | Words: | Submitted: Tue Oct 05 2004
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ENTRY LEVEL COMPETENCIES COURSE ASSIGNMENT SEPTEMBER 2003 PART 1: Financial Services Guide Format: Written Report or Table Word Limits: 1400 (approx. 1264) Within the practical example pack provided is a Financial Services Guide (FSG). Clearly identify any shortcomings it may have and provide suitable recommendations for correction. Shortcoming The introductory page should be a summary of what is to follow in the FSG. Recommendation INSERT as the opening paragraph ... The matters covered by the FSG include, who we are, how we can be contacted, what services we are authorised to provide to you, how we are remunerated, details of our internal and external dispute resolution procedures and how you can access them. Shortcoming The introductory page should also state that the client can instruct the firm to take any type of action in regards to his or her portfolio at any time. Recommendation INSERT as the closing paragraph ... Any instructions you have in regards to your portfolio may be sent to the address outlined...
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