Financial Services Guide

Financial Services
Guide

 This presentation is to a client who is also a colleague.
 The important things in this financial services guide is it makes things
simple and easy to explain. The financial services guide( FSG) will
explain

FSG
 The types of services and products to be offered in by the service
provider
 How the client pays him/ herself and his associates or and other
benefits and emoluments that they may receive.
 Any points of interest and conflicts that may actually arise
 How to protect personal information and handling of privacy
 Resolution of disputes mechanisms and what one should do incase
they have one

 The bulk of credit and financial services to a client of any country is
provided by banks.
 The banking system is a complex hierarchical structure of its
constituent elements - credit and financial institutions, the most
important of which are issuing and non-issuing (commercial and
specialized) banks.