Get the free Product Disclosure Statement - Milford Asset

Product Disclosure Statement Milford Kiwi Saver Plan Product Disclosure Statement Milford Funds Limited 28 October 2016 This document replaces the Product Disclosure Statement dated 17 August 2016

How to fill out product disclosure statement

How to fill out a product disclosure statement:

1. Start by carefully reading the instructions provided with the product disclosure statement (PDS). This will give you a clear understanding of what information you need to gather and provide.
2. Gather all the necessary documents and information. This may include financial statements, product details, risk assessments, and legal information. Make sure you have a complete understanding of the product and its associated risks.
3. Begin by filling out the personal information section. This typically includes your name, contact details, address, and any other relevant personal information.
4. Next, move on to the product details section. Provide accurate information about the product, such as its name, type, benefits, fees, and any associated risks. Be precise and transparent in your disclosures.
5. Include any additional information required by the regulatory authorities or applicable laws. This may involve providing details about the investment strategies, historical performance, and past returns associated with the product.
6. Ensure that you clearly state any potential risks or limitations of the product. This helps potential customers to make informed decisions and understand the possible outcomes.
7. Review and proofread your completed product disclosure statement. Check for any errors or missing information. It's crucial to ensure the accuracy and clarity of the document to avoid misleading customers.

Who needs a product disclosure statement?

1. Financial institutions: Banks, insurance companies, investment firms, and other financial institutions are often required by regulatory authorities to provide a product disclosure statement for each financial product they offer.
2. Investment companies: Entities that offer investment products such as mutual funds, pension funds, or exchange-traded funds are obligated to provide a product disclosure statement.
3. Retailers: Companies that sell consumer goods or services with warranty programs or insurance coverage may also need to provide a product disclosure statement to inform customers about the terms and conditions.
4. Manufacturers: Companies that produce goods subject to special regulations, safety precautions, or warranties may require a product disclosure statement to inform consumers about the product's details and any associated risks.

In summary, filling out a product disclosure statement requires gathering relevant information, being transparent about the product's details and risks, and ensuring compliance with applicable laws and regulations. This document is essential for financial institutions, investment companies, retailers, and manufacturers to provide vital information to their customers.

For pdfFiller’s FAQs

Where do I find product disclosure statement?

The premium subscription for pdfFiller provides you with access to an extensive library of fillable forms (over 25M fillable templates) that you can download, fill out, print, and sign. You won’t have any trouble finding state-specific product disclosure statement and other forms in the library. Find the template you need and customize it using advanced editing functionalities.

How do I fill out the product disclosure statement form on my smartphone?

Use the pdfFiller mobile app to fill out and sign product disclosure statement. Visit our website (https://edit-pdf-ios-android.pdffiller.com/) to learn more about our mobile applications, their features, and how to get started.

How do I edit product disclosure statement on an Android device?

You can make any changes to PDF files, like product disclosure statement, with the help of the pdfFiller Android app. Edit, sign, and send documents right from your phone or tablet. You can use the app to make document management easier wherever you are.

What is product disclosure statement?

A product disclosure statement is a document that provides information about a particular financial product to potential investors.

Who is required to file product disclosure statement?

Financial institutions and companies offering financial products are required to file product disclosure statements.

How to fill out product disclosure statement?

The product disclosure statement can be filled out by providing detailed information about the financial product, its features, risks, and any other relevant information.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to help investors make informed decisions about whether to invest in a particular financial product.

What information must be reported on product disclosure statement?

The product disclosure statement must include information about the product's features, risks, fees, and how it operates.