Get the free PRODUCT DISCLOSURE STATEMENT Issue Date 22 June 2012

CONTENTS 1. About Smart save Employer Super 2. How Super Works 3. Benefits of Investing with Smart save Employer Super 4. Risks of Super 5. How we invest your Money 6. Fees and Costs 7. How Super

How to fill out product disclosure statement issue

How to fill out a product disclosure statement issue:

1. Start by obtaining a copy of the product disclosure statement (PDS) from the relevant company or institution. This document contains important information about the product, its features, associated risks, and other relevant details.
2. Read the PDS carefully, paying close attention to the sections that are most relevant to your needs or interests. Familiarize yourself with the terms and conditions, fees and charges, investment options, and any potential limitations or restrictions.
3. Identify any areas that require further clarification or that you may need assistance with. If you come across any complex financial or legal jargon, consider seeking advice from a financial advisor or contacting the company's customer service for guidance.
4. Fill out the necessary personal information sections in the PDS, ensuring that you provide accurate details. These may include your full name, address, contact information, and any other information as required by the PDS.
5. Evaluate your investment objectives and risk appetite in light of the information provided in the PDS. Determine whether the product aligns with your financial goals and if the associated risks are acceptable to you.
6. If you are unsure about any aspect of the product or the PDS, consider seeking professional advice before proceeding. An independent financial advisor can provide you with personalized recommendations or help you interpret the information in the PDS.

Who needs a product disclosure statement issue?

1. Individuals considering investing in a financial product, such as a managed fund, superannuation scheme, insurance policy, or other financial services, should familiarize themselves with the corresponding PDS.
2. Companies and organizations that offer financial products or services are required by law to provide a PDS to potential customers or investors. They must ensure that the PDS is easily accessible and provides comprehensive information about the product or service being offered.
3. Financial advisors, brokers, or planners may also require access to the PDS to provide accurate advice to their clients. They need to understand the product's features, risks, and terms and conditions to make informed recommendations.

In summary, filling out a product disclosure statement issue involves carefully reading, understanding, and providing accurate personal information in the designated sections. It is crucial to evaluate the product's alignment with your financial goals and consult with professionals if needed. Both individuals considering investing and companies offering financial products or services need to be aware of the importance of the product disclosure statement.

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What is product disclosure statement issue?

Product disclosure statement issue is a document that provides details about a financial product to help consumers make informed decisions.

Who is required to file product disclosure statement issue?

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

How to fill out product disclosure statement issue?

To fill out a product disclosure statement issue, companies must include information such as fees, risks, and benefits of the financial product.

What is the purpose of product disclosure statement issue?

The purpose of a product disclosure statement issue is to ensure transparency and provide essential information to consumers before they invest in a financial product.

What information must be reported on product disclosure statement issue?

Information such as product features, fees, risks, and benefits must be reported on a product disclosure statement issue.