Get the free Product Disclosure statement - Devon Funds Management - devonfunds co

Devon Investment Funds Product Disclosure Statement (PDS) Issuer: Devon Funds Management Limited Devon Alpha Fund Devon Australian Fund Devon Diversified Income Fund Devon Dividend Yield Fund Devon

How to fill out product disclosure statement

How to fill out a product disclosure statement:

1. Start by carefully reading the product disclosure statement (PDS) provided by the company or institution offering the product. The PDS is a document that outlines all the important details about the product, such as its features, risks, fees, and terms and conditions.
2. Make sure you understand all the information presented in the PDS. If there are any terms or concepts that you are unfamiliar with, take the time to research and seek clarification from the company or institution.
3. Pay attention to any deadlines or timeframes mentioned in the PDS. Some products may have specific requirements or conditions that need to be met within a certain period.
4. Provide accurate and complete information when filling out the required forms or applications. This includes personal details, financial information, and any other relevant information the company or institution may need to assess your eligibility or suitability for the product.
5. If there are any sections in the PDS that require you to make choices or decisions, consider them carefully and choose the options that align with your needs and objectives. Seek professional advice if necessary.
6. Review your completed forms or applications before submitting them. Check for any errors or omissions, and make sure you have included all the necessary supporting documents as required.

Who needs a product disclosure statement?

1. Potential customers or clients who are considering purchasing or investing in a financial product, such as insurance, superannuation, managed funds, or shares, generally need a product disclosure statement.
2. Anyone who wants to fully understand the features, risks, and costs associated with a financial product before making a decision should obtain a product disclosure statement.
3. Existing customers or clients who already own or have invested in a financial product may also refer to the product disclosure statement to gain a better understanding of the product and its ongoing obligations or changes.

Remember, a product disclosure statement is designed to provide you with important information about a financial product, empowering you to make informed decisions. It is always recommended to carefully read and understand the product disclosure statement before making any financial commitments.

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What is product disclosure statement?

A product disclosure statement is a document that provides information about a financial product or service to consumers, including fees, risks, and benefits.

Who is required to file product disclosure statement?

Financial institutions, insurance companies, and other organizations that offer financial products or services are required to file product disclosure statements.

How to fill out product disclosure statement?

To fill out a product disclosure statement, organizations must provide accurate and complete information about their financial products or services in a clear and easy-to-understand manner.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to help consumers make informed decisions about financial products or services by providing them with relevant and transparent information.

What information must be reported on product disclosure statement?

Information such as fees, risks, benefits, terms and conditions, and other relevant details about the financial product or service must be reported on a product disclosure statement.