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TRAVEL
INSURANCECombined Financial Services Guide
and Product Disclosure StatementEffective 1 June 2017Table of contents
Product Disclosure Statement (PDS)...............................................
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How to fill out product disclosure statements
How to fill out product disclosure statements
01
Step 1: Gather all necessary information about the product being disclosed.
02
Step 2: Start with a clear and concise headline that accurately describes the product.
03
Step 3: Provide an overview of the product and its features.
04
Step 4: Include any relevant terms and conditions that apply to the product.
05
Step 5: Clearly explain any risks associated with the product.
06
Step 6: Include any fees or costs associated with the product.
07
Step 7: Provide information on how the product can be obtained or purchased.
08
Step 8: Include contact information for any inquiries or further information.
09
Step 9: Review and proofread the disclosure statement for accuracy and clarity.
10
Step 10: Distribute the completed product disclosure statement to the intended audience.
Who needs product disclosure statements?
01
Product providers
02
Financial institutions
03
Investment firms
04
Insurance companies
05
Any entity that offers financial products to the public
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What is product disclosure statements?
Product disclosure statements are documents that provide information about a financial product, including its features, risks, and fees.
Who is required to file product disclosure statements?
Financial institutions or companies offering financial products are required to file product disclosure statements.
How to fill out product disclosure statements?
Product disclosure statements can be filled out by providing accurate information about the financial product, its features, risks, and fees.
What is the purpose of product disclosure statements?
The purpose of product disclosure statements is to provide investors with important information to make informed decisions about investing in a financial product.
What information must be reported on product disclosure statements?
Product disclosure statements must include information about the features, risks, and fees associated with a financial product.
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