IMPORTANT NOTICE - Updated FSG October 2026 v26.01

We have updated the FSG template to include a number of minor changes including, but not limited to, the change to the credit card surcharge fees.

The new template, along with a separate document identifying the changes, can be downloaded from the Templates & Forms\Templates page HERE.

Please action as follows:

• Adopt this new version “October 2026 v26.01” and archive your previous version (March 2024) for retention for 7 years from its original date (electronically is fine);

• Ensure all staff are aware of the change and that any templates that include copies of a previous version are also updated;

• Each of your existing clients will need to be provided with this new version the first time you meet with them after receiving the amended document.

  • You need to keep a record of when you provide a client with this, and any future FSG, whether that be in a central register, by retaining an email notification, by notation in your financial planning software, or other method.

• If it’s not possible to provide the FSG within the stated timeframes then the updated version must be provided to them within 5 days of any advice being provided.

  • This can be done either by providing them with a link to the updated version on your website or sending to them by post or as an email attachment.