Get the free Product Disclosure Statement NZ - Robeco Australia
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Robe co BP Global Premium Equities Fund (AUD) Issue Date 15 October 2015 New Zealand Investors Fact Sheet About the Robe co BP Global Premium Equities Fund (AUD) New Zealand Investor Fact Sheet (NZ
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How to fill out product disclosure statement nz
How to fill out a product disclosure statement NZ:
01
Start by carefully reading the product disclosure statement (PDS) provided by the financial institution or insurance company.
02
Pay attention to the sections that require your personal details, such as your name, contact information, and any relevant policy or account numbers.
03
Next, review the terms and conditions of the product, including the coverage, limitations, and any exclusions.
04
Consider seeking professional advice if you have any doubts or questions about the product or its terms.
05
Assess your own needs and compare the product with other options available in the market to ensure it aligns with your requirements.
06
Fill in any additional forms or declarations required by the financial institution or insurance company.
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Double-check all the information you have provided in the PDS to ensure accuracy and completeness.
08
Sign and date the product disclosure statement as required.
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Retain a copy of the filled-out PDS for your records.
Who needs a product disclosure statement NZ:
01
Individuals who are considering purchasing financial products or insurance policies should review the corresponding PDS.
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It is essential for potential policyholders or investors to read and understand the information provided in the PDS before making any decisions.
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Any person interested in gaining comprehensive knowledge about the features, benefits, costs, and risks associated with a particular product should refer to the PDS.
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