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This Product Disclosure Statement provides information about Perpetual WealthFocus Investments, a managed investment scheme that offers various investment options and details important features, risks,
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How to fill out product disclosure statement
How to fill out Product Disclosure Statement
01
Gather the necessary information about the product being disclosed.
02
Read the guidelines for your specific Product Disclosure Statement (PDS) format, ensuring compliance with legal requirements.
03
Begin with an overview of the product, including its purpose and key features.
04
Clearly outline the benefits and risks associated with the product.
05
Include the fees and charges that may apply, detailing each cost.
06
Provide instructions on how to access or purchase the product.
07
Add any relevant information about the provider and their contact details.
08
Review your draft for clarity, accuracy, and comprehensiveness.
09
Finalize the document and ensure it is formatted correctly before distribution.
Who needs Product Disclosure Statement?
01
Consumers looking for detailed information about financial products.
02
Investors assessing potential investment options.
03
Financial advisors needing to inform clients about product details.
04
Regulatory bodies requiring transparency in product offerings.
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People Also Ask about
When should you provide the PDS to the customer?
A product disclosure statement (PDS) is a document that must be provided when offering a financial product.
How often should PDS be reviewed?
All PDS documents include information about the issuer, benefits, risks, costs, return, dispute resolution and cooling off period for the financial product. The requirement to provide a PDS is contained in Part 7.9 of the Corporations Act 2001 (Cth) (CA 2001).
What do you write in a disclosure statement?
A disclosure statement is usually also part of a loan, stating details of the transaction such as the interest rate, fees, the amount borrowed, loan insurance, any prepayment rights, and the borrower's responsibilities.
What is an example of a product disclosure statement?
For example, a PDS for a car insurance policy could explain how the value of your car would be assessed if you had an accident where it could not be repaired, or a home insurance PDS could explain how leaving your door unlocked could affect your chances of being covered if there was a robbery.
What is a PDS in insurance?
A Product Disclosure Statement (PDS) is an important legal document that contains all the information regarding your policy. Your PDS includes information regarding your policies key features, covers, exclusions, claims information and our complaints handling procedures.
When should you provide the PDS to the consumer Western Union?
All PD's must be signed by the immediate supervisor who certifies to the accuracy of the PD. PD's should be reviewed and updated annually.
When should you provide the PDS?
A product disclosure statement (PDS) is a document that must be provided when offering a financial product.
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What is Product Disclosure Statement?
A Product Disclosure Statement (PDS) is a document that provides details about a financial product, including its features, benefits, risks, and costs.
Who is required to file Product Disclosure Statement?
Financial service providers, including issuers of investment products and superannuation funds, are required to file a Product Disclosure Statement.
How to fill out Product Disclosure Statement?
To fill out a Product Disclosure Statement, one must include details about the product, such as its nature, purpose, the risks involved, fees and charges, and how to obtain further information.
What is the purpose of Product Disclosure Statement?
The purpose of a Product Disclosure Statement is to help consumers make informed decisions by providing them with essential information about a financial product.
What information must be reported on Product Disclosure Statement?
A Product Disclosure Statement must report information such as product features, costs, risks, benefits, warning notices, and any other relevant details to assist in understanding the product.
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