Get the free Product Disclosure Statement - LESF Super

Product Disclosure Statement Super authorization number 13704288646380 Unique superannuation identifier 13704288646777 Issued by Diverse Trustees Limited ABN 49 006 421 638 ADSL 235153 1 July 2016

How to fill out product disclosure statement

How to Fill Out a Product Disclosure Statement:

1. Read the instructions: Start by carefully reading the instructions provided with the product disclosure statement (PDS). The instructions will outline what information needs to be included and any specific formatting or language requirements.
2. Understand the purpose of the PDS: Before filling out the statement, it's important to have a clear understanding of why the PDS is required. The PDS is a document that provides information about a financial product, such as an insurance policy or investment, to help consumers make informed decisions. Familiarize yourself with the purpose and intent of the PDS to ensure you provide accurate and relevant information.
3. Gather necessary information: Collect all the relevant information and documentation that will be required to complete the PDS. This may include details about the product, terms and conditions, fees and costs, investment risks, and other related information. Ensure you have access to accurate and up-to-date information before proceeding.
4. Start with personal details: Begin filling out the PDS by providing your personal details as required. This may include your full name, contact information, date of birth, and any other specific information requested. Double-check the accuracy of the information provided to avoid any potential errors.
5. Provide product-specific information: Move on to providing the necessary information related to the specific product mentioned in the PDS. This could include details about the type of product, its features, benefits, and any associated risks. Use clear and concise language to convey the information accurately.
6. Review and double-check: Once you have completed filling out the PDS, take the time to review the document for any errors, omissions, or inconsistencies. Ensure that you have answered all the required questions and included all the necessary information. Double-check the accuracy of the provided data to maintain the integrity of the document.

Who Needs a Product Disclosure Statement?

1. Potential buyers: Individuals or entities considering purchasing a financial product, such as insurance, investments, or superannuation funds, generally require a product disclosure statement. It helps them make informed decisions by providing essential information about the product's features, benefits, and risks.
2. Current policyholders/investors: Existing policyholders or investors who already own a financial product may also need a product disclosure statement. This can be useful when policy details, terms, or features change over time. It helps policyholders stay informed about any updates and make decisions regarding their current holdings.
3. Financial advisors and professionals: Financial advisors and industry professionals often consult product disclosure statements when analyzing or recommending financial products to their clients. By accessing and understanding the information contained within the PDS, financial advisors can provide accurate and relevant advice to their clients based on their specific needs and financial goals.

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What is product disclosure statement?

A product disclosure statement is a document that provides information about a financial product to help consumers make an informed decision before purchasing.

Who is required to file product disclosure statement?

Typically, financial institutions and companies offering financial products are required to file a product disclosure statement.

How to fill out product disclosure statement?

To fill out a product disclosure statement, one must gather all necessary information about the financial product being offered, including terms and conditions, fees, risks, and other relevant details.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to ensure transparency and clarity for consumers, allowing them to make informed decisions about financial products.

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 must be reported on a product disclosure statement.