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Product Disclosure Statement Super authorization number 13704288646380 Unique superannuation identifier 13704288646777 Issued by The Trust Company (Superannuation) Limited ABN 49 006 421 638 ADSL
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How to fill out product disclosure statement

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How to fill out a product disclosure statement:

01
Start by obtaining a copy of the product disclosure statement (PDS) from the relevant provider or their website.
02
Read the PDS thoroughly to understand the features, benefits, risks, and costs associated with the product it covers.
03
Make sure to pay attention to any important terms and conditions, limitations, and exclusions mentioned in the PDS.
04
If you have any questions or need clarification, contact the provider or seek professional advice to ensure you fully understand the information provided.
05
Fill out any required personal information accurately, such as your name, contact details, and any identification numbers requested.
06
Declare any relevant information honestly, such as your financial situation, investment experience, and risk tolerance if applicable.
07
Consider your specific needs and circumstances when making any choices or decisions outlined in the PDS, such as selecting investment options or choosing insurance coverage.
08
Review your completed PDS form to ensure all fields are filled out correctly and any required supporting documents are attached.
09
Sign and date the PDS form as required, acknowledging that you have read and understood the information provided.

Who needs a product disclosure statement:

01
Individuals who are considering purchasing or participating in a financial product, such as insurance policies, superannuation funds, or managed investment schemes, may need to review a product disclosure statement (PDS).
02
Anyone who wants to gain a comprehensive understanding of the product's features, terms, risks, and costs should refer to the PDS.
03
It is crucial for potential customers to read and understand the PDS before making any investment decisions or commitments to ensure they make informed choices aligned with their needs and financial goals.
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A product disclosure statement is a legal document that provides details about a financial product to help consumers make informed decisions.
Financial institutions and companies offering financial products are required to file a product disclosure statement.
To fill out a product disclosure statement, provide accurate and complete information about the financial product, its features, risks, and fees.
The purpose of a product disclosure statement is to provide transparency and clarity to consumers about the financial product they are considering.
The product disclosure statement must include information about the product's features, risks, fees, and terms and conditions.
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2015 1993 Macmahon superannuation au PDS lesf MySuper mesf ABN A2499 NSW RSE TFN L0000635 mesfdiversa AFS concessional ddmmyyyy ATO Postcode levies SCT TPD AFSL ORR rollovers USI untaxed Insurer SRM Centrelink

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