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Product Disclosure Statement (PDS) Pennant Global Small Companies Fund ... 2. How the Pennant Global Small Companies Fund works ... 11 March 2015 Issued by:

How to fill out product disclosure statement pds

How to fill out a product disclosure statement (PDS)?

1. Start by carefully reviewing the instructions provided with the PDS. These instructions will outline the specific sections and information required to complete the statement accurately.
2. Begin by filling out the basic information section of the PDS, including your name, contact details, and any other personal information as required.
3. Identify the product that the PDS pertains to. This may involve providing details such as the product's name, purpose, and any relevant identifying numbers.
4. Evaluate the risks associated with the product and provide an accurate assessment based on your knowledge and expertise. It is essential to be thorough in identifying risks and potential implications for the consumer.
5. Consider the fees and costs associated with the product and provide a clear breakdown of these charges. This includes any upfront fees, ongoing fees, or any other cost factors that may impact the consumer.
6. Outline the key features and benefits of the product in a transparent and concise manner. This should include information about how the product works, what it offers to consumers, and any notable advantages.
7. Make sure to disclose any relevant information about the issuer or provider of the product. This may include details about their legal status, financial stability, or any other relevant information that consumers should be aware of.
8. Compile all necessary supporting documentation and append it to the PDS. This may include financial statements, additional disclosure documents, or any other relevant materials.
9. Proofread the completed PDS thoroughly to ensure accuracy and completeness. Check for any errors, omissions, or inconsistencies that may need correction before submitting the document.

Who needs a product disclosure statement (PDS)?

1. Consumers or potential investors who wish to make an informed decision about a particular product before purchasing or investing in it.
2. Financial institutions, insurance companies, or other providers of financial products who are required by law to disclose relevant information about their products to consumers.
3. Regulators and government authorities who need access to accurate and comprehensive information about financial products to ensure consumer protection and market integrity.

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What is product disclosure statement pds?

A product disclosure statement (PDS) is a document that provides essential information about a financial product to help customers make informed decisions.

Who is required to file product disclosure statement pds?

Financial institutions and companies offering financial products are required to file product disclosure statement (PDS).

How to fill out product disclosure statement pds?

To fill out a product disclosure statement (PDS), companies need to provide detailed information about the financial product, its features, risks, and costs. It must be in a clear and easily understandable format.

What is the purpose of product disclosure statement pds?

The purpose of a product disclosure statement (PDS) is to help consumers make informed decisions about financial products by providing clear and concise information.

What information must be reported on product disclosure statement pds?

A product disclosure statement (PDS) must include information about the features, benefits, costs, risks, and terms and conditions of the financial product.