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Primary Disclosure Statement (Authorized Financial Adviser) Name and Registration Number of Authorized Financial Adviser: Rein Pure AFA FSP108953 Address: 157 Thornton Quay, Wellington Trading Name:

How to fill out primary disclosure statement

How to fill out a primary disclosure statement:

1. Begin by carefully reviewing the instructions provided with the primary disclosure statement form. This will help you understand the specific requirements and sections that need to be completed.
2. Gather all the necessary information and documents that are required to complete the primary disclosure statement. This may include personal identification information, financial records, assets and liabilities information, and any other relevant details.
3. Start by filling out the basic information section, which typically includes your name, address, contact details, and other identifying information. Ensure that all the details are accurate and up-to-date.
4. Proceed to the financial information section, where you will need to provide details of your income, expenses, debts, assets, and any other financial obligations. It is important to be thorough and provide accurate information as this will be used to assess your financial position.
5. Depending on the primary purpose of the disclosure statement, there may be additional sections that require specific information. For example, if you are filling out a primary disclosure statement for a loan application, you may need to provide details on the purpose of the loan, repayment terms, and collateral.
6. Review your completed primary disclosure statement carefully before submitting it. Ensure that all the information provided is accurate, clear, and complete. Make any necessary corrections or additions where required.
7. Sign and date the disclosure statement in the designated area, as your signature signifies that the information provided is true and accurate to the best of your knowledge.

Who needs a primary disclosure statement:

1. Individuals applying for a loan: Lenders often require borrowers to fill out a primary disclosure statement as part of the loan application process. This helps the lender assess the borrower's financial position and determine their creditworthiness.
2. Individuals involved in real estate transactions: When buying or selling a property, it is common for both buyers and sellers to complete a primary disclosure statement. This provides important information about the property's condition, any known defects, and other relevant details that may influence the transaction.
3. Businesses seeking investments: Companies looking to secure investments from investors often prepare a primary disclosure statement. This document provides essential information about the company's financial health, business operations, risks, and potential returns for investors to make informed decisions.
4. Organizations complying with legal requirements: In certain industries or jurisdictions, organizations may be required by law to complete a primary disclosure statement. This ensures transparency and provides relevant information to regulators, shareholders, or the general public, depending on the nature of the organization.

Overall, the primary disclosure statement is a crucial document that facilitates transparency, informs decision-making, and ensures compliance with legal or contractual obligations.

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