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Get the free Combined Product Disclosure Statement and Financial Services Guide - macquarie com

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This document serves as a Product Disclosure Statement and Financial Services Guide for Macquarie Hot Instalments and Regular Instalments offered by Macquarie Bank Limited, detailing investment options
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How to fill out Combined Product Disclosure Statement and Financial Services Guide

01
Gather all necessary personal and financial information.
02
Read through the Combined Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully.
03
Fill out personal details such as name, contact information, and date of birth.
04
Provide details about your financial situation, including income, expenses, and assets.
05
Indicate the type of investment or product you are interested in.
06
Read and understand the risks and benefits associated with the product or service.
07
Sign and date the document to indicate your agreement and understanding.

Who needs Combined Product Disclosure Statement and Financial Services Guide?

01
Individuals seeking financial advice or investment products.
02
Consumers wanting to understand the costs and risks associated with financial products.
03
Clients of financial advisors or service providers.
04
Anyone involved in buying products outlined in the PDS and FSG.
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The Combined Product Disclosure Statement (PDS) and Financial Services Guide (FSG) is a document that provides consumers with essential information about a financial product or service, including its features, benefits, risks, and how the financial service provider operates.
Financial service providers, such as banks, investment firms, and insurance companies, are required to file a Combined PDS and FSG when offering financial products to consumers to ensure compliance with legal and regulatory obligations.
To fill out a Combined PDS and FSG, providers should clearly outline the product details, terms and conditions, risks, fees, and their contact information. The document should be structured logically and written in plain language for ease of understanding by consumers.
The purpose is to inform consumers about financial products and services, helping them make informed decisions. It also aims to promote transparency and protect consumer rights.
The information that must be reported includes product features, fees, risks, dispute resolution processes, and details about the financial service provider, including their contact information and services offered.
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