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How to fill out supplementary product disclosure statement

How to fill out supplementary product disclosure statement

1. To fill out a supplementary product disclosure statement, follow these steps:
2. Read the original product disclosure statement (PDS) thoroughly to understand the product details.
3. Identify the sections or information that need to be supplemented or updated in the PDS.
4. Gather all the relevant information, documents, or data that need to be included in the supplementary PDS.
5. Prepare a draft of the supplementary PDS, ensuring it follows the prescribed format and layout.
6. Review the draft carefully to make sure all the necessary information is included and accurate.
7. Seek legal or compliance advice, if needed, to ensure regulatory compliance.
8. Make any necessary revisions or updates based on the advice received.
9. Finalize the supplementary PDS by proofreading, editing, and formatting it according to the guidelines.
10. Obtain any required internal approvals or sign-offs before publishing or distributing the supplementary PDS.
11. Ensure the supplementary PDS is easily accessible to the intended audience, whether through online portals, physical copies, or other appropriate channels.
12. Monitor and track any feedback or queries received regarding the supplementary PDS, taking appropriate actions to address them.
13. Periodically review and update the supplementary PDS as necessary to reflect any changes or developments.
14. Keep records of all versions of the PDS, including the supplementary PDS, for compliance and audit purposes.

Who needs supplementary product disclosure statement?

1. The supplementary product disclosure statement is typically required for individuals or entities involved in offering or selling financial products.
2. This may include:
3. - Product issuers or providers
4. - Financial advisors or brokers
5. - Superannuation funds or trustees
6. - Fund managers
7. - Insurance companies
8. - Banks and other financial institutions
9. - Regulated entities in the financial services industry
10. The specific requirements for when a supplementary PDS is needed may vary depending on the relevant regulations or jurisdictions.

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What is supplementary product disclosure statement?

A supplementary product disclosure statement is a document that provides additional information about a financial product or service.

Who is required to file supplementary product disclosure statement?

Financial institutions and companies offering financial products or services are required to file supplementary product disclosure statements.

How to fill out supplementary product disclosure statement?

To fill out a supplementary product disclosure statement, one must provide detailed information about the financial product or service being offered.

What is the purpose of supplementary product disclosure statement?

The purpose of a supplementary product disclosure statement is to ensure that consumers have all necessary information to make informed decisions about financial products or services.

What information must be reported on supplementary product disclosure statement?

Information such as fees, terms and conditions, risks, and benefits of the financial product or service must be reported on a supplementary product disclosure statement.