Get the free Product disclosure statement - Emerging Markets Masters Fund

(ARSON 158 717 072) PRODUCT DISCLOSURE STATEMENT PDS FOR THE OFFER OF UP TO 40,000,000 FULLY PAID ORDINARY RESPONSIBLE ENTITY WALSH & COMPANY INVESTMENTS UNITS CONSISTING OF 12,786,879 FULLY PAID

How to fill out product disclosure statement

How to fill out a product disclosure statement:

1. Start by reading the entire document carefully. Familiarize yourself with the purpose of the product disclosure statement (PDS) and the information it presents.
2. Identify the key sections of the PDS, such as the product overview, features and benefits, fees and costs, risks, and complaints handling process. Pay close attention to any warnings or important information highlighted.
3. If applicable, fill in any personal information required, such as your name, contact details, and relevant policy or account information. Ensure accuracy when providing this information.
4. Take note of any questions or concerns you may have while reviewing the document. If something is unclear, consider seeking clarification from the provider or a financial advisor.
5. Evaluate the risks associated with the product being offered. Assess whether the product aligns with your financial goals, risk tolerance, and investment strategy.
6. Carefully review the fees and costs section. Consider the impact of these charges on the overall value of the investment or policy.
7. Give careful consideration to the product's terms and conditions, including any exclusions, limitations, or waiting periods that may apply. Understand how these may affect your entitlements or coverage.
8. If you are satisfied with the information presented and understand the product, sign and date the necessary sections of the PDS as required.
9. Retain a copy of the completed product disclosure statement for future reference.
10. Seek independent financial advice if you have any doubts or if the product is complex or unfamiliar to you.

Who needs a product disclosure statement?

1. Individuals considering purchasing a financial product such as insurance, superannuation, investment funds, or other investment products may need a product disclosure statement.
2. Organizations or businesses seeking information about the terms and conditions, risks, and fees related to financial products may also require a product disclosure statement.
3. It is essential for anyone looking to make informed decisions about financial products to review and understand the information provided in a product disclosure statement.

For pdfFiller’s FAQs

What is product disclosure statement?

A product disclosure statement is a document that provides 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 a product disclosure statement.

How to fill out product disclosure statement?

To fill out a product disclosure statement, companies need to provide detailed information about the features, risks, and terms of the financial product they are offering.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to ensure transparency and provide consumers with sufficient information to make informed decisions about investing in a financial product.

What information must be reported on product disclosure statement?

A product disclosure statement must include information about the features, risks, fees, and terms of the financial product, as well as any other relevant information that may impact a consumer's decision to invest.

How can I edit product disclosure statement from Google Drive?

Simplify your document workflows and create fillable forms right in Google Drive by integrating pdfFiller with Google Docs. The integration will allow you to create, modify, and eSign documents, including product disclosure statement, without leaving Google Drive. Add pdfFiller’s functionalities to Google Drive and manage your paperwork more efficiently on any internet-connected device.

Can I edit product disclosure statement on an iOS device?

Create, edit, and share product disclosure statement from your iOS smartphone with the pdfFiller mobile app. Installing it from the Apple Store takes only a few seconds. You may take advantage of a free trial and select a subscription that meets your needs.

How do I edit product disclosure statement on an Android device?

The pdfFiller app for Android allows you to edit PDF files like product disclosure statement. Mobile document editing, signing, and sending. Install the app to ease document management anywhere.