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SUPERANNUATION Answer Personal Super and Pension Product Disclosure Statement 1 July 2014 Contents Page Contact details If you have any questions or would like more information about Answer please

How to fill out product disclosure statement

How to fill out product disclosure statement?

1. Start by reading the product disclosure statement (PDS) carefully. It contains important information about the product and its features, terms, and conditions.
2. Pay attention to key sections such as the product overview, fees and charges, risks, benefits, and any special conditions that may apply.
3. If you have any questions or need clarification, contact the product provider or seek professional advice.
4. Complete the personal details section, providing accurate information about yourself or the intended beneficiary.
5. Review the product options and select the ones that best suit your needs. Consider factors such as your risk appetite, investment goals, and time horizon.
6. Understand the investment options available within the product and assess their suitability for your financial situation.
7. Analyze the fees and charges associated with the product, including account management fees, administration fees, performance fees, and switching fees.
8. Evaluate the risks associated with the product and carefully consider whether you are comfortable with the level of risk involved. Seek professional advice if needed.
9. If you are satisfied with the information provided in the PDS, sign and date the declaration section.
10. Keep a copy of the completed PDS for your records and submit the original copy to the product provider, following their specific instructions.

Who needs the product disclosure statement?

1. Individuals or entities interested in purchasing or investing in a financial product that requires disclosure.
2. Potential investors, policyholders, or customers who want to understand the terms, features, and risks associated with a particular product.
3. Financial advisors, insurance agents, or brokers who need to provide accurate information to clients regarding the products they are recommending.
4. Regulatory bodies, such as government agencies or financial authorities, who require product providers to disclose pertinent information to consumers.
5. Anyone seeking transparency and clarity about a product's key attributes and potential risks before making a financial decision.

For pdfFiller’s FAQs

What is product disclosure statement?

A product disclosure statement is a document that provides information about a particular 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 product disclosure statements.

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 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 key features, risks, and costs associated with a financial product or service.

What information must be reported on product disclosure statement?

Information that must be reported on a product disclosure statement includes fees, charges, risks, and terms and conditions of the financial product or service.

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