Get the free Product Disclosure Statement - Sept 2013 - Cromwell Property Group
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Cromwell Australian Property Fund Cromwell Australian Property Fund ARSON 153 092 516 AIR Code CRM0020AU Product Disclosure Statement Dated 24 September 2013 Issued by Cromwell Funds Management Limited
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How to fill out product disclosure statement
How to fill out a product disclosure statement:
01
Begin by carefully reading the instructions and guidelines provided with the product disclosure statement (PDS). Make sure you understand the purpose of the PDS and the information it contains.
02
Identify the sections within the PDS that require your input. These sections typically include information about the product or service being offered, potential risks and benefits, fees and charges, terms and conditions, and any significant terms or exclusions.
03
Gather all the necessary information and supporting documents that you will need to complete the PDS accurately. This may include details about the product or service, your personal information, financial details, and any relevant documentation such as identification or proof of address.
04
Review each section of the PDS carefully and provide the requested information accurately and honestly. Ensure that you disclose all relevant information required by the PDS, as failure to do so may have legal implications later on.
05
If you come across any terms or language that you do not understand, refer to the glossary or seek professional advice to clarify any uncertainties. It is important to have a clear understanding of the content before completing the PDS.
06
Once you have filled out all the necessary sections, review your answers to ensure they are correct and complete. Double-check for any errors or omissions that may need to be corrected.
07
Sign and date the completed PDS, indicating that the information provided is true and accurate to the best of your knowledge.
Who needs a product disclosure statement?
A product disclosure statement is typically required for individuals or organizations offering financial products or services to consumers. This includes insurance companies, investment firms, banks, and other financial institutions. The purpose of the PDS is to provide relevant information about the product or service to enable consumers to make informed decisions.
Consumers or potential customers who are considering purchasing or engaging with these financial products or services also need to have access to the PDS. It enables them to understand the features, risks, and costs associated with the product or service, helping them make an informed decision.
In summary, anyone involved in the offering or consumption of financial products or services should be aware of the product disclosure statement.
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What is product disclosure statement?
A product disclosure statement is a legal document that provides essential information about a financial product to help consumers make informed decisions before investing.
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?
To fill out a product disclosure statement, the issuer must provide accurate and complete information about the financial product, including risks, fees, and terms.
What is the purpose of product disclosure statement?
The purpose of a product disclosure statement is to ensure transparency and give investors the necessary information to make informed decisions about financial products.
What information must be reported on product disclosure statement?
Information such as risks, fees, terms, and other relevant details about the financial product must be reported on the product disclosure statement.
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