
Get the free Product Disclosure Statement - Australian Unity
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AMP CAPITAL
INVESTMENT FUNDS
RESPONSIBLE INVESTMENT
LEADERS DIVERSIFIED
FUNDS
Product Disclosure Statement
Dated 1 March 2019
This document replaces the Product Disclosure Statement
dated 3 December
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How to fill out product disclosure statement

How to fill out product disclosure statement
01
Begin by reading the product disclosure statement (PDS) thoroughly. Understand the purpose, terms, and conditions of the product.
02
Identify the key features and benefits of the product and make sure they align with your needs and expectations.
03
Pay close attention to any fees, charges, or restrictions associated with the product. Understand the costs and potential risks involved.
04
Provide accurate and complete information about yourself, including personal details, financial status, and investment experience, if required.
05
Evaluate any performance or return projections mentioned in the PDS. Assess the reliability and underlying assumptions of these projections.
06
Consider seeking professional advice if you are uncertain about any aspects of the PDS or the product being offered.
07
Make sure you have understood all the terms, conditions, and risks associated with the product before signing or agreeing to it.
08
Keep a copy of the filled-out PDS for future reference and as a record of your acceptance and understanding of the product.
Who needs product disclosure statement?
01
Any individual or entity considering purchasing or investing in a financial product should typically obtain a product disclosure statement (PDS). This applies to retail investors, superannuation fund members, self-managed superannuation funds (SMSFs), and any other parties interested in understanding the key features, risks, and costs associated with the product. The PDS helps potential buyers or investors make informed decisions and assess the suitability of the product to their specific needs and circumstances.
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What is product disclosure statement?
A product disclosure statement is a document that provides information about a financial product to help consumers make informed decisions.
Who is required to file product disclosure statement?
Financial institutions, investment firms, and other companies offering financial products are required to file a product disclosure statement.
How to fill out product disclosure statement?
You can fill out a product disclosure statement by providing accurate and up-to-date information about the financial product in a clear and easy-to-understand manner.
What is the purpose of product disclosure statement?
The purpose of a product disclosure statement is to ensure transparency and provide consumers with essential information about a financial product before they make a decision to invest.
What information must be reported on product disclosure statement?
A product disclosure statement must include details about the key features, risks, fees, and terms and conditions of the financial product.
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