Get the free Product Disclosure Statement - Mason Stevens

MASON STEVENS CREDIT FUND PRODUCT DISCLOSURE STATEMENT AIR CODE: MST0002AU Responsible Entity Mason Stevens Limited ABN 91 141 447 207 ADSL 351578 Investment Manager Mason Stevens Asset Management

How to fill out product disclosure statement

How to fill out a product disclosure statement:

1. Begin by carefully reading the entire product disclosure statement (PDS) to understand its purpose and the information it provides. Familiarize yourself with the layout and sections of the document.
2. Identify the key details of the product, such as its name, type, and features. Make sure you understand the terms and conditions, including any fees, charges, and benefits associated with the product.
3. Gather any relevant personal information, such as your name, contact details, and any other required identification. Ensure that the information provided is accurate and up-to-date.
4. Fill in the required sections of the PDS, such as any areas that pertain to your personal circumstances or choices. Take your time to complete each section accurately, as mistakes or omissions may affect the validity or coverage of the product.
5. If you encounter any unfamiliar terms or concepts during the process, consult the glossary or seek clarification from the issuer or provider of the product. It's important to have a clear understanding of the information you are providing.
6. Review the completed PDS for any errors or inconsistencies. Double-check all information to ensure its accuracy and relevance.
7. Consider seeking professional advice or consulting with a financial advisor if you have any uncertainties or questions regarding the product or the information contained in the PDS.
8. Once you are satisfied with the accuracy and completeness of the filled-out PDS, make a copy for your records and submit the original document to the appropriate party, such as the financial institution or insurance provider.

Who needs a product disclosure statement?

1. Individuals who are considering purchasing or acquiring a financial or insurance product.
2. Anyone who wants to understand the terms, conditions, and risks associated with a particular product.
3. Consumers who want to make informed decisions about their financial or insurance choices.
4. Investors who wish to assess the suitability and compatibility of a product with their financial goals and risk tolerance.
5. The product issuer or provider, as it is a legal requirement to provide consumers with accurate and comprehensive information about the product.
6. Regulatory bodies and authorities that oversee the financial or insurance industry to ensure compliance with industry standards and consumer protection regulations.

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 purchasing.

Who is required to file product disclosure statement?

Financial institutions and companies that offer financial products are required to file product disclosure statements.

How to fill out product disclosure statement?

To fill out a product disclosure statement, one must gather all relevant information about the financial product being offered and provide clear and comprehensive details in the document.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to ensure transparency and provide consumers with important information about a financial product before they make a decision to purchase.

What information must be reported on product disclosure statement?

A product disclosure statement must include details about the features, risks, costs, and terms and conditions of the financial product being offered.

How can I send product disclosure statement for eSignature?

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