Get the free Product Disclosure Statement - Australian Ethical

Product Disclosure Statement 1 March 2018Contents 1 About the Fund 2 2 How super works 3 3 Benefits of investing with the Fund 3 4 Risks of super 4 5 How we invest your money 4 6 Fees and costs 5

How to fill out product disclosure statement

How to fill out product disclosure statement

1. To fill out a product disclosure statement, follow these steps:
2. Start by reading the entire document thoroughly. Make sure you understand all the terms and conditions mentioned.
3. Identify the sections that require your input. These sections usually include personal information, product details, and any additional disclosures.
4. Complete the personal information section accurately. Provide your name, contact information, and any other details as requested.
5. Move on to the product details section. Fill out all the necessary information about the product you are disclosing. This may include specifications, features, benefits, and risks.
6. If there are any additional disclosures required, provide the relevant information in the designated section. This can include legal disclaimers, warnings, or any other relevant information.
7. Review the entire form to ensure all fields are properly filled out. Double-check for any errors or omissions.
8. Sign and date the product disclosure statement to confirm your understanding and agreement with the provided information.
9. Make a copy of the filled-out form for your records and submit the original as instructed by the organization requiring the disclosure.
10. Note: It is always recommended to seek professional advice or guidance when filling out complex product disclosure statements.

Who needs product disclosure statement?

1. A product disclosure statement is typically required for anyone offering financial products or services to consumers. This can include banks, insurance companies, investment firms, credit unions, and other financial institutions.
2. Consumers or individuals who are considering purchasing a financial product or service may also benefit from having access to a product disclosure statement. It provides important information about the features, risks, and terms associated with the product or service, helping them make informed decisions.
3. Regulatory bodies, such as government agencies or financial authorities, often require organizations to provide product disclosure statements to ensure transparency and consumer protection.

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What is product disclosure statement?

A product disclosure statement is a document that provides information to consumers about a financial product or service.

Who is required to file product disclosure statement?

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

How to fill out product disclosure statement?

The product disclosure statement can be filled out by providing accurate and detailed information about the financial product or service being offered.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to inform consumers about the features, risks, and costs associated with a financial product or service.

What information must be reported on product disclosure statement?

The product disclosure statement must include information such as fees, charges, risks, and terms and conditions associated with the financial product or service.