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Combined Product Disclosure Statement and Financial Services Guide Platinum Warranty Insurance Platinum V011115 IN Product Disclosure StatementPlatinum Warranty Insurance Introduction Contents It
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How to fill out combined product disclosure statement
How to fill out a combined product disclosure statement:
01
Obtain the combined product disclosure statement form from the relevant financial institution or insurer. This form is typically available on their website or can be requested by contacting their customer service department.
02
Read through the entire disclosure statement thoroughly to understand the terms, conditions, and details of the product being offered. Pay close attention to any sections that may require additional documentation or information.
03
Begin filling out the personal information section of the form. This typically includes details such as your name, address, contact information, and any other required identification information.
04
If applicable, provide details about any additional account holders or beneficiaries. This may include their names, contact information, and relationships to the primary account holder.
05
Progress through the form, completing each section as accurately and comprehensively as possible. Be sure to answer all questions and provide any requested supporting documentation.
06
If there are any terms, conditions, or clauses that you do not understand, seek clarification from the financial institution or insurer before proceeding.
07
Review the completed form carefully to ensure all sections have been filled out accurately. Double-check that all attached documentation is included and relevant.
08
Sign and date the form in the designated areas, confirming that the information provided is true and accurate to the best of your knowledge.
09
Keep a copy of the completed form, along with any supporting documentation, for your records. It is also a good idea to make a note of the date and time the form was submitted or sent to the financial institution or insurer.
Who needs a combined product disclosure statement?
01
Individuals who are considering purchasing or obtaining a financial product, such as insurance, superannuation, or managed investment products, usually need a combined product disclosure statement.
02
It is also required by law in many jurisdictions for financial institutions and insurers to provide a combined product disclosure statement to potential customers to ensure transparency and facilitate informed decision-making.
03
The combined product disclosure statement provides vital information about the features, benefits, risks, and costs associated with a particular financial product. It helps potential customers assess whether the product aligns with their needs and objectives before making a decision.
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What is combined product disclosure statement?
The combined product disclosure statement is a document that combines information about multiple products and services into a single disclosure statement.
Who is required to file combined product disclosure statement?
Companies or organizations that offer multiple products and services to consumers are required to file a combined product disclosure statement.
How to fill out combined product disclosure statement?
To fill out a combined product disclosure statement, companies need to provide detailed information about each of the products and services they offer.
What is the purpose of combined product disclosure statement?
The purpose of the combined product disclosure statement is to provide consumers with clear and transparent information about the various products and services offered by a company.
What information must be reported on combined product disclosure statement?
The combined product disclosure statement must include information such as product descriptions, pricing, fees, terms and conditions, and any other relevant details.
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