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Personal Deposit Accounts
Combined Financial Services Guide and Product
Disclosure Statement with Terms and Conditions
20 March 2015ContentsProduct Disclosure Statement Page No.
1Financial Services
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How to fill out supplementary product disclosure statement

How to fill out supplementary product disclosure statement
01
To fill out a supplementary product disclosure statement, follow these steps:
02
Start by reading the instructions provided with the supplementary product disclosure statement. It will give you guidance on how to fill out the form correctly.
03
Provide your personal information such as your full name, address, and contact details. Make sure to double-check the accuracy of this information.
04
Fill out the sections related to the product details. Include information such as the name of the product, its features, pricing, and any associated risks.
05
If applicable, provide details about the investment options or any financial projections associated with the product.
06
If there are any terms and conditions or important legal information, make sure to carefully read and understand them before filling out the corresponding sections.
07
Check if there are any additional requirements or supporting documents that need to be included with the supplementary product disclosure statement. Attach them as instructed.
08
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09
Sign and date the supplementary product disclosure statement where required. By signing the document, you acknowledge that the information you provided is true and accurate to the best of your knowledge.
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Make a copy of the filled-out form for your records before submitting it.
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Submit the completed supplementary product disclosure statement as per the instructions provided. This may involve mailing it to a specific address or submitting it electronically.
12
Always consult with a professional or seek legal advice if you have any doubts or questions while filling out the supplementary product disclosure statement.
Who needs supplementary product disclosure statement?
01
The supplementary product disclosure statement is typically required by individuals or entities offering financial products to consumers.
02
This includes banks, investment firms, insurance providers, and other financial institutions.
03
It is designed to provide potential buyers or investors with all the relevant information about a product, including its features, risks, and terms and conditions.
04
Therefore, anyone who is involved in the sale or distribution of financial products may need to prepare and provide a supplementary product disclosure statement.
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What is supplementary product disclosure statement?
Supplementary product disclosure statement provides additional information about a product beyond what is included in the initial product disclosure statement.
Who is required to file supplementary product disclosure statement?
Any entity that sells or distributes financial products is required to file a supplementary product disclosure statement if there are any changes or updates to the original disclosures.
How to fill out supplementary product disclosure statement?
To fill out a supplementary product disclosure statement, the entity must outline the changes or updates to the original product disclosure statement and provide any new information that is relevant to the product.
What is the purpose of supplementary product disclosure statement?
The purpose of a supplementary product disclosure statement is to ensure that consumers have access to the most up-to-date and accurate information about a financial product.
What information must be reported on supplementary product disclosure statement?
The supplementary product disclosure statement must report any changes to fees, charges, benefits, risks, or terms and conditions of the financial product.
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