
Get the free Product Disclosure Statement - Bennelong Funds Management
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Withdrawal Request Form
Kenneling Australian Equities Fund
Kenneling Concentrated Australian Equities Fund
Kenneling ex20 Australian Equities Fund
Kenneling Twenty20 Australian Equities Fund
Kenneling
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How to fill out product disclosure statement

How to fill out product disclosure statement
01
Begin by obtaining a copy of the product disclosure statement (PDS) from the provider or seller.
02
Read the PDS thoroughly to understand the terms, conditions, and features of the product being offered.
03
Identify and locate the sections in the PDS that require your attention, such as investment risks, fees and charges, and the product's performance history.
04
Assess your own investment goals and financial needs to determine if the product aligns with your objectives.
05
Consider seeking professional advice from a financial planner or advisor if you require assistance in understanding the PDS or making a decision.
06
Complete any necessary forms or applications as instructed in the PDS.
07
Provide all required information accurately and honestly.
08
Ensure that you fully understand the implications and risks of the product before signing or accepting any offers.
09
Keep a copy of the filled-out PDS and any supporting documents for your records.
10
If you have any questions or concerns about filling out the PDS, contact the provider or seller for clarification or additional assistance.
Who needs product disclosure statement?
01
Product disclosure statements are generally required for individuals or entities considering purchasing financial products such as insurance policies, superannuation funds, managed investment schemes, or other investment products.
02
Anyone who wants to make informed decisions based on the features, risks, and costs associated with a particular financial product should review the product disclosure statement before committing to the purchase.
03
Consumers who wish to understand the terms and conditions of a financial product, know their rights and obligations, and evaluate the suitability of the product for their needs can benefit from reading the product disclosure statement.
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What is product disclosure statement?
A product disclosure statement is a document that provides information about a financial product.
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, one must provide accurate and detailed information about the financial product being offered.
What is the purpose of product disclosure statement?
The purpose of a product disclosure statement is to ensure that consumers are fully informed about the financial product they are considering purchasing.
What information must be reported on product disclosure statement?
Information such as fees, risks, and performance of the financial product must be reported on a product disclosure statement.
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