Get the free Product Disclosure Statement - Link Financial Services
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Premium China Fund (PDS×. .... info premiumchinafunds.com.AU ... electronic or paper copy of this PDS in Australia. .... www.macquarie.com.au×performance;. ...... agree not to access, download or
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How to fill out product disclosure statement
How to fill out a product disclosure statement:
01
Start by carefully reading the instructions provided with the product disclosure statement (PDS). Familiarize yourself with the purpose, terms, conditions, and key features of the product or service being disclosed.
02
Gather all relevant documents and information required to complete the PDS. This may include details about the product or service, your personal circumstances, financial information, and any other relevant information requested in the PDS.
03
Use clear and concise language when completing the PDS. Ensure that all information provided is accurate and up to date. Double-check your answers before finalizing the document.
04
Pay attention to any special requirements or additional forms that may need to be attached to the PDS. Make sure to include all necessary attachments or supporting documentation as requested.
05
If you are unsure about any questions or sections of the PDS, seek clarification from the product issuer or consult a professional such as a financial advisor or lawyer. It is essential to have a clear understanding of the information you are providing.
06
Review the completed PDS thoroughly before submitting it. Ensure that all your responses are accurate and logically presented. If possible, have someone else review it as well to catch any errors or inconsistencies.
07
Once you are confident that the PDS is complete and accurate, sign and date the document as required. Keep a copy of the filled-out PDS for your records.
Who needs a product disclosure statement:
01
Individuals or businesses who are considering purchasing or investing in a financial product or service typically need a product disclosure statement. This could include products such as insurance policies, investment funds, superannuation schemes, or other financial offerings.
02
In some cases, certain industries or regulatory bodies may require specific parties to provide or receive a product disclosure statement. For example, banks and financial institutions may be obligated to provide PDSs to their customers.
03
Ultimately, anyone who wants clear and transparent information about a financial product or service should seek and review the product disclosure statement. It helps consumers make informed decisions and understand the risks and benefits associated with the product or service.
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What is product disclosure statement?
A product disclosure statement is a document that provides information to customers about a financial product.
Who is required to file product disclosure statement?
Financial institutions and companies offering financial products are required to file product disclosure statements.
How to fill out product disclosure statement?
The product disclosure statement must be filled out accurately and completely with relevant information about the financial product.
What is the purpose of product disclosure statement?
The purpose of a product disclosure statement is to inform customers about the features, benefits, risks, and terms of a financial product.
What information must be reported on product disclosure statement?
Information such as fees, charges, risks, benefits, terms and conditions, and other relevant details about the financial product must be reported on the product disclosure statement.
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