Get the free Product Disclosure Statement - Raiz Invest Super

AUSTIN 01:2017 Deferred Purchase Agreements Product Disclosure Statemented 6 December 2013 The issuer of this Product Disclosure Statement is In street Structured Investment Pty Ltd ACN 140 407 558

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. Gather all the necessary information about the product you are creating the disclosure statement for.
3. Start by stating the purpose and scope of the product disclosure statement.
4. Provide a clear and concise summary of the product, including its features, benefits, and any limitations or risks involved.
5. Include any legal or regulatory requirements that must be disclosed, such as terms and conditions, fees, or potential conflicts of interest.
6. Present the information in a structured and organized manner, using headings, subheadings, and bullet points to make it easy to read and understand.
7. Use plain language and avoid technical jargon or complex terminology.
8. Include any relevant disclaimers or warnings to ensure that the consumer is fully informed.
9. Provide contact information or a customer support helpline for further inquiries or assistance.
10. Proofread and review the document to ensure accuracy and clarity.
11. Make sure to update the product disclosure statement regularly to reflect any changes or updates in the product.

Who needs product disclosure statement?

1. A product disclosure statement is typically needed by businesses or organizations that offer products or services to consumers.
2. It is especially important for financial institutions, insurance companies, investment firms, and other entities that deal with complex or high-risk products.
3. The statement helps to inform and educate consumers about the product, its features, costs, associated risks, and any other relevant information.
4. By providing a product disclosure statement, these organizations comply with legal and regulatory requirements and ensure transparency in their dealings with customers.

For pdfFiller’s FAQs

What is product disclosure statement?

A product disclosure statement is a document that provides details about a financial product to help consumers make informed decisions before purchasing.

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 accurate information about the financial product being offered, including fees, risks, and terms and conditions.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to inform consumers about the features and risks of a financial product, helping them make informed decisions.

What information must be reported on product disclosure statement?

Information such as fees, risks, returns, and terms and conditions must be reported on a product disclosure statement.

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