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Effective Date: 12 March 2014Supplementary Product Disclosure Statement (PDS) (Notice of Changes & Amendments) This notice sets out important changes, additions and deletions made to the combined

How to fill out supplementary product disclosure statement

How to fill out a supplementary product disclosure statement:

1. Begin by carefully reading the instructions and guidelines provided with the supplementary product disclosure statement. Make sure you understand the purpose and requirements of the statement.
2. Gather all necessary information and documents related to the product or service being disclosed. This may include product brochures, contracts, terms and conditions, pricing details, and any other relevant information.
3. Follow the format provided by the disclosure statement. Typically, you will need to provide information about the product or service, including its features, benefits, risks, and costs.
4. Clearly and accurately provide the required information in each section of the disclosure statement. This may involve providing numerical figures, percentages, or other relevant details. Take care to include all necessary information and avoid any vague or misleading statements.
5. If there are any additional sections or disclosures required, ensure that you complete them accurately and thoroughly. Some supplementary product disclosure statements may have specific sections for risk warnings, fees and charges, conflicts of interest, and other relevant information.
6. Review the completed disclosure statement for accuracy and completeness. Double-check all the information provided and make any necessary edits or amendments.
7. If required, obtain any necessary approvals or signatures from relevant parties, such as product managers, legal departments, or compliance officers.
8. Keep a copy of the completed supplementary product disclosure statement for your records and submit it to the appropriate authorities, such as regulators or compliance departments, as required.

Who needs a supplementary product disclosure statement?

1. Companies or financial institutions offering financial products or services may need to provide a supplementary product disclosure statement. This includes banks, insurance companies, investment firms, and other financial service providers.
2. The supplementary product disclosure statement is primarily aimed at informing consumers or potential customers about the features, risks, and costs associated with a particular financial product or service. Therefore, anyone who is considering investing in or using a financial product or service should have access to the supplementary product disclosure statement.
3. Regulatory bodies, such as securities commissions or financial authorities, often require companies to provide a supplementary product disclosure statement for certain types of financial products or services. Compliance with these regulations is essential for companies operating in the financial industry.

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What is supplementary product disclosure statement?

Supplementary product disclosure statement is a document that provides additional information about a financial product to help potential investors make informed decisions.

Who is required to file supplementary product disclosure statement?

Financial institutions and companies offering financial products are required to file supplementary product disclosure statements.

How to fill out supplementary product disclosure statement?

To fill out a supplementary product disclosure statement, you need to provide detailed information about the financial product, its risks, fees, and other relevant information.

What is the purpose of supplementary product disclosure statement?

The purpose of supplementary product disclosure statement is to ensure transparency and provide investors with all the necessary information to make informed decisions.

What information must be reported on supplementary product disclosure statement?

Information such as product features, risks, fees, terms and conditions, and any other relevant details must be reported on a supplementary product disclosure statement.