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SECONDARY DISCLOSURE STATEMENT (Authorized Financial Adviser) Name and registration number of Authorized Financial Adviser: Blair Anthony Bennett Address: Level 5, 92 Queens Drive, Lower Hunt P.O.

How to fill out secondary disclosure statement

1. Start by gathering all the necessary information and documentation required for the secondary disclosure statement. This may include details about any financial transactions, assets, liabilities, and any changes in your financial situation.
2. Carefully review the instructions and guidelines provided by the relevant authority or organization requiring the secondary disclosure statement. Make sure you understand the purpose of the statement and the specific information they are seeking.
3. Begin by accurately filling in your personal information, such as your full name, address, contact details, and relevant identification numbers.
4. Provide a comprehensive and detailed account of your financial information. This may include disclosing your sources of income, investments, bank accounts, real estate properties, and any financial interests or affiliations.
5. If necessary, attach supporting documentation or evidence to substantiate the information provided in the secondary disclosure statement. This could be in the form of bank statements, tax returns, investment statements, or any other relevant financial records.
6. Ensure that you are compliant with any disclosure requirements or legal obligations when filling out the secondary disclosure statement. This may include reporting any conflicts of interest, debts, or significant financial transactions.
7. Review the completed secondary disclosure statement thoroughly to check for any errors or omissions. It is important to be accurate and honest in your reporting to avoid any legal or disciplinary consequences.
8. If you are unsure about any specific questions or sections in the secondary disclosure statement, seek guidance from a qualified professional or contact the relevant authority for clarification.
9. Finally, sign and date the secondary disclosure statement, acknowledging that the information provided is true and accurate to the best of your knowledge.

Who needs a secondary disclosure statement?

A secondary disclosure statement may be required by individuals who hold positions of authority or responsibility in certain organizations or institutions. These individuals may include public officials, company directors, board members, or employees subject to specific regulatory or compliance requirements.

The secondary disclosure statement serves to provide transparency and accountability by requiring individuals to disclose their financial interests, potential conflicts of interest, or any other information deemed necessary by the relevant authority. This helps to prevent any potential bias, unethical practices, or abuse of power. The exact requirement for a secondary disclosure statement may differ based on specific laws, regulations, or organizational policies in place.

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