A Financial Services Guide (FSG) must be given to a potential client by a licensee (or an Authorised Representative) as soon as practicable. It sets out information in regard to how we do business such as:

• Documenting the standard basis on which we act for the client.
• Providing all statutory notices and other information required by law
• Explaining how we will handle a client’s business

Paul Donnelly Insurance Brokers Financial Services Guide is readily available by contacting our office or by clicking here