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BT Classic Lifetime Personal Super Nomination of Beneficiaries BT Contact Center 132 135 (8am6.30pm Mon Fri, Sydney time)BT Funds Management No. 2 Limited, ABN 22 000 727 659, ADSL 233720 is the trustee

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How to fill out product disclosure statement

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To fill out a product disclosure statement, follow these steps:

02

- Start by reading the entire document carefully. Pay attention to any important information, terms, and conditions.

03

- Identify the sections or fields that need to be filled out. These sections usually include personal information, product details, and any additional disclosures.

04

- Gather all the necessary supporting documents and information. This may include proof of identity, financial details, and any relevant documentation.

05

- Fill out the required fields accurately and provide the requested information. Double-check for any errors or missing information.

06

- Review the filled-out form thoroughly to ensure completeness and accuracy.

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- If the product disclosure statement requires your signature, sign the document using your legal name or authorized signature.

08

- Make a copy of the filled-out product disclosure statement for your records.

09

- Submit the completed form to the appropriate recipient according to the instructions provided.

Who needs product disclosure statement?

01

A product disclosure statement is typically required for individuals or entities who are considering purchasing or investing in a particular product or service. This may include consumers, investors, clients of financial institutions, or anyone who needs to make an informed decision based on the details provided in the disclosure statement.

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What is product disclosure statement?

A product disclosure statement is a document provided to consumers that discloses important information about a financial product or investment.

Who is required to file product disclosure statement?

Financial institutions or companies offering financial products or investments are required to file a product disclosure statement.

How to fill out product disclosure statement?

To fill out a product disclosure statement, financial institutions must provide accurate and detailed information about the financial product or investment being offered.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to inform consumers about the risks, fees, and terms associated with a financial product or investment.

What information must be reported on product disclosure statement?

The product disclosure statement must include information about the product's features, risks, fees, and terms and conditions.

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