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PRODUCT DISCLOSURE STATEMENT for Deliverable Forward Foreign Exchange Contracts issued by OM Financial Limited This document replaces the previous OM Financial Limited Product Disclosure Statement

How to fill out product disclosure statement for

How to fill out a product disclosure statement:

1. Begin by thoroughly reading the product disclosure statement (PDS) provided by the company offering the product. Understand the purpose, terms, and conditions outlined in the document.
2. Identify the essential sections within the PDS that require your attention. These usually include the product overview, key features, fees and charges, risks associated, and any exclusions or limitations.
3. Organize your personal information required for filling out the PDS. This may include your name, contact details, date of birth, occupation, and any other relevant information requested.
4. Evaluate the risks associated with the product and determine whether it aligns with your financial goals and risk tolerance. If you have any doubts or uncertainties, consider seeking professional advice.
5. Pay close attention to the fees and charges section. Understand the costs involved in maintaining the product and consider how they may impact your investment returns over time.
6. Assess any exclusions or limitations of the product. These may involve specific conditions or circumstances under which the product will not provide coverage or benefits. Ensure you understand these exclusions and consider whether they align with your needs and expectations.
7. If necessary, compare the PDS with similar products offered by different companies. This can help you make an informed decision by evaluating the features, costs, and limitations of various options.

Who needs a product disclosure statement:

1. Individuals considering purchasing or investing in financial products such as insurance policies, investment funds, or superannuation schemes should familiarize themselves with the respective product disclosure statement.
2. Relevant industry professionals and financial advisors who need to provide accurate and reliable information to their clients can use the PDS to understand the product and relay the necessary details to their clients.
3. Regulatory bodies and consumer protection agencies may require access to product disclosure statements to ensure transparency and compliance with industry regulations.

Note: It is essential for individuals to carefully read and understand the product disclosure statement before making any financial decisions to ensure they are aware of the associated risks, costs, benefits, and exclusions. If in doubt, seek independent professional advice.

For pdfFiller’s FAQs

What is product disclosure statement for?

The product disclosure statement is a document that provides important information about a financial product to help consumers make informed decisions.

Who is required to file product disclosure statement for?

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

How to fill out product disclosure statement for?

The product disclosure statement can be filled out by providing detailed information about the financial product, including fees, risks, and benefits.

What is the purpose of product disclosure statement for?

The purpose of the product disclosure statement is to ensure transparency and provide consumers with essential information about a financial product.

What information must be reported on product disclosure statement for?

The product disclosure statement must include information about the features, benefits, risks, and fees associated with the financial product.

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