Get the free Product Disclosure Statement - Summer KiwiSaver scheme

Product Disclosure Statement Offer of membership in a retirement savings scheme called the Summer Kiwi Saver scheme Date: 29 September 2017 Issuer: Forsyth Barr Investment Management Limited This

How to fill out product disclosure statement

How to fill out product disclosure statement

1. Read the product disclosure statement (PDS) thoroughly to understand the details and terms of the product.
2. Gather all the necessary information and documents about the product or service.
3. Start filling out the PDS by entering your personal information, including your name, address, and contact details.
4. Provide the specific details of the product you are disclosing, such as the name, description, features, and benefits.
5. Explain any risks associated with the product and any limitations or exclusions.
6. Include all the fees, charges, and costs related to the product, including any ongoing or periodic payments.
7. Clearly outline the terms and conditions of the product, including any contractual obligations or legal implications.
8. Provide instructions on how to cancel or modify the product or service if necessary.
9. Make sure to review and proofread the filled-out PDS for accuracy and completeness.
10. Sign and date the PDS to confirm that the information provided is accurate and that you understand the content.

Who needs product disclosure statement?

1. Anyone who is interested in purchasing or using a particular product or service needs a product disclosure statement (PDS).
2. Potential investors, consumers, or customers who want to make informed decisions before entering into any transaction or agreement should refer to the PDS.
3. Financial institutions, insurance companies, investment firms, and other regulated entities are also required to provide a PDS to their clients.

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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 informed decisions before purchasing or investing in it.

Who is required to file product disclosure statement?

Financial institutions, companies, or organizations that offer 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 provide detailed information about the financial product, including its features, risks, fees, and terms and conditions.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to provide transparency and ensure that consumers have all the necessary information to make informed decisions about the financial product.

What information must be reported on product disclosure statement?

Information such as product features, risks, fees, terms and conditions, and other important details about the financial product must be reported on a product disclosure statement.