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VESTA Product Disclosure Statement 4 December 2015 WORKPLACE SUPER PRODUCT OF THE YEAR VALUE CHOICE WINNER 2015 RAINMAKER EXCELLENCE AWARDS Product ratings are only one factor to be considered when

How to fill out hesta product disclosure statement

How to fill out a HESTA product disclosure statement:

1. Carefully read the entire HESTA product disclosure statement (PDS). This document contains important information about the specific HESTA product you are considering.
2. Familiarize yourself with the different sections of the PDS. It typically includes details about the product's features, investment options, fees and costs, risks, and any additional benefits or services.
3. Review the investment options available within the HESTA product. Understand the different types of investment strategies, risk levels, and potential returns associated with each option.
4. Consider your personal financial goals and risk tolerance. Determine which investment option aligns best with your objectives. You may also want to seek advice from a financial professional at this stage.
5. Assess the fees and costs associated with the HESTA product. These can include fees for administration, investment management, and advice. Take note of whether these fees are deducted from your account balance or are charged separately.
6. Evaluate the risks involved with the product. The PDS should outline the potential risks associated with investing, and it is essential to understand and consider these risks before making any decisions.
7. Complete any required application forms included with the PDS. Provide accurate and up-to-date personal and financial details as requested.
8. Consider consulting a financial professional or reaching out to HESTA's customer service if you have any questions or need clarification while filling out the application or understanding the PDS.
9. Keep a copy of the completed application form and the PDS for your records.

Who needs a HESTA product disclosure statement:

1. Individuals who are considering investing in a HESTA product, such as a superannuation or pension product, need to review the product disclosure statement.
2. It is particularly relevant for individuals who want to ensure they understand the features, risks, and costs associated with a specific HESTA product.
3. Those who are considering making investment decisions within their superannuation fund or planning their retirement may find the PDS useful in making informed choices about HESTA products.

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