Get the free Product Disclosure Statement - Christian KiwiSaver Scheme

Product Disclosure Statement For an offer of membership in the Christian Kiwi Saver Scheme 3 December 2018Issued by The New Zealand Anglican Church Pension Board This product disclosure statement

How to fill out product disclosure statement

How to fill out product disclosure statement

1. Step 1: Obtain a copy of the product disclosure statement (PDS) from the provider.
2. Step 2: Read through the PDS carefully, paying attention to all the sections and important information.
3. Step 3: Understand the product and its features, as well as any risks or potential drawbacks mentioned in the PDS.
4. Step 4: Take note of any fees, charges, or ongoing costs associated with the product.
5. Step 5: Consider your personal financial situation and goals to determine if the product aligns with your needs.
6. Step 6: Assess the performance history and potential returns of the product, if applicable.
7. Step 7: Seek professional financial advice if you have any uncertainties or need clarification.
8. Step 8: Complete any necessary application forms or documents provided in the PDS.
9. Step 9: Provide accurate and truthful information when filling out the forms.
10. Step 10: Review the completed forms and double-check for any errors or missing information.
11. Step 11: Submit the filled-out application forms and any required supporting documents to the provider.
12. Step 12: Keep a copy of the completed PDS and application forms for your records.

Who needs product disclosure statement?

1. Anyone considering purchasing or investing in a financial product should have access to and review a product disclosure statement (PDS).
2. Financial advisors and professionals also require PDS to guide their clients and make informed recommendations.
3. Regulatory bodies, such as the Australian Securities and Investments Commission (ASIC), may also require PDS during audits or compliance checks.

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What is product disclosure statement?

A product disclosure statement is a document that provides information to customers about a financial product.

Who is required to file product disclosure statement?

Financial institutions and companies offering financial products are required to file product disclosure statements.

How to fill out product disclosure statement?

To fill out a product disclosure statement, one must provide detailed information about the financial product being offered, its features, risks, and terms.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to ensure that customers are well informed about the financial product they are purchasing.

What information must be reported on product disclosure statement?

Information such as fees, charges, risks, benefits, and terms and conditions of the financial product must be reported on a product disclosure statement.