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Product Disclosure
Statement
Products
Pie Australasian Growth Fund
Pie Australasian Dividend Fund
Pie Australasian Emerging Companies Undisputed by
Pie Funds Management LimitedDated 20 July 2016This
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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 in the product disclosure statement document.
03
Gather all the necessary information about the product you want to disclose.
04
Identify the sections in the document that require your input or information.
05
Fill out each section of the product disclosure statement carefully and accurately.
06
Provide all the required details about the product, including its features, benefits, risks, and any associated costs or fees.
07
If there are any terms or definitions mentioned in the document, make sure to provide clear explanations or definitions for them.
08
Review the completed product disclosure statement to ensure all the information is correct and complete.
09
If necessary, seek professional advice or consult with relevant authorities to ensure compliance with any legal or regulatory requirements.
10
Make copies of the filled-out product disclosure statement for your records.
11
Submit the completed product disclosure statement to the appropriate recipient or organization as instructed.
Who needs product disclosure statement?
01
A product disclosure statement is typically required by companies or organizations that offer financial products or services to consumers.
02
Specifically, the following entities may need a product disclosure statement:
03
- Banks and financial institutions offering savings accounts, mortgages, or loans
04
- Insurance companies providing various insurance policies such as life insurance, health insurance, or car insurance
05
- Investment firms promoting investment opportunities or financial products like mutual funds, stocks, or bonds
06
- Credit card companies issuing credit cards with specific terms and conditions
07
- Superannuation funds offering retirement savings plans
08
- Any other entity that offers financial products or services to the public
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What is product disclosure statement?
A product disclosure statement is a document that provides detailed information about a financial product to help consumers make informed decisions before purchasing.
Who is required to file product disclosure statement?
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, companies must provide accurate and detailed information about the financial product including fees, risks, and terms and conditions.
What is the purpose of product disclosure statement?
The purpose of a product disclosure statement is to ensure transparency and provide consumers with essential information to make informed decisions before investing in a financial product.
What information must be reported on product disclosure statement?
Information such as fees, risks, terms and conditions, benefits, and disclosures must be reported on a product disclosure statement.
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