Get the free Product Disclosure Statement - Pie Funds
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INVESTMENTSTATEMENT
PREPARED AS AT 6 NOVEMBER 2015Ease your
way into an
investment with
our newCashPlus Unimportant INFORMATIONCHOOSING AN INVESTMENT(The information in this section is required under
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How to fill out product disclosure statement
How to fill out product disclosure statement
01
To fill out a product disclosure statement, follow these steps:
02
Start by reading the instructions provided with the product disclosure statement. This will give you a clear idea of what information you need to gather.
03
Gather all the necessary information about the product or service being disclosed. This may include details about the features, benefits, risks, and fees associated with the product.
04
Organize the information in a clear and concise manner. Use headings, bullet points, and tables to present the information effectively.
05
Check the accuracy of the information before filling out the statement. Make sure all the details provided are up-to-date and correct.
06
Provide any additional supporting documents or attachments that may be required as per the instructions.
07
Fill in each section of the product disclosure statement accurately and completely. Use clear and concise language, avoiding technical jargon or legal terminology.
08
Review the completed statement to ensure it provides a comprehensive and accurate overview of the product or service.
09
Sign and date the product disclosure statement as required.
10
Keep a copy of the completed statement for your records.
11
Submit the filled-out product disclosure statement as per the designated process or to the appropriate authority.
Who needs product disclosure statement?
01
Product disclosure statements are typically required by financial institutions, insurance companies, and investment firms.
02
Regulatory bodies often mandate the use of product disclosure statements to ensure transparency and provide consumers with essential information to make informed decisions.
03
Individuals planning to purchase financial products, insurance policies, or investment plans should also refer to product disclosure statements to understand the product's features, risks, and costs before making a decision.
04
In summary, anyone who is considering purchasing or investing in a financial or insurance product should review the product disclosure statement to make an informed decision.
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What is product disclosure statement?
A product disclosure statement is a document prepared by a company that provides details about the features, benefits, risks, and terms of a financial product.
Who is required to file product disclosure statement?
Companies offering financial products such as insurance, investment funds, and superannuation funds are required to file a product disclosure statement.
How to fill out product disclosure statement?
To fill out a product disclosure statement, companies need to provide accurate and detailed information about the financial product, its features, risks, fees, and terms.
What is the purpose of product disclosure statement?
The purpose of a product disclosure statement is to help consumers make informed decisions about investing in a financial product by providing them with essential information.
What information must be reported on product disclosure statement?
A product disclosure statement must include information about the key features of a financial product, its risks, fees, and terms and conditions.
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