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MGD Wealth Portfolio Solutions
Product Disclosure Statement
Dated: 1 December 2017
LD Connect 3 Portfolio
ARSON 154 532 402
AIR SLT0032AULDI Connect 7 Portfolio
ARSON 154 532 126
AIR SLT0030AULDI
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How to fill out product disclosure statement
How to fill out product disclosure statement
01
To fill out a product disclosure statement (PDS) point by point, follow these steps:
02
Start by reading the entire PDS thoroughly to understand the information it provides.
03
Begin by filling out the general information section, which typically includes the name of the product, the date, and any specific identification numbers.
04
Move on to the product description section, where you will provide details about the product, such as its features, benefits, and limitations.
05
Fill out the risks and warnings section, which lists any potential risks associated with the product and any warnings that should be taken into consideration.
06
Provide information about the fees and charges associated with the product, including any ongoing fees, transaction fees, or penalty charges.
07
If applicable, fill out the insurance coverage section, which details any insurance policies or benefits included with the product.
08
Include information about the cooling-off period, if applicable, which allows customers to cancel the product within a specific timeframe without incurring penalties.
09
Finally, review the completed PDS to ensure all information is accurate and relevant. Make any necessary revisions or additions before finalizing the document.
10
Note: It is always recommended to seek professional advice or consult with a financial advisor when filling out a PDS.
Who needs product disclosure statement?
01
A product disclosure statement (PDS) is typically required for certain financial products or services. Individuals or organizations who need a PDS include:
02
- Banks and financial institutions that offer investment products or services
03
- Insurance companies providing various insurance policies
04
- Investment funds or management companies offering investment opportunities
05
- Brokers or dealers involved in securities trading
06
- Superannuation funds or retirement savings providers
07
- Any entity regulated by financial authorities that require a PDS
08
It is important to note that the specific regulations regarding the need for a PDS can vary depending on the jurisdiction and the type of financial product or service being offered.
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What is product disclosure statement?
A product disclosure statement is a document that provides detailed information about a financial product to help investors make informed decisions.
Who is required to file product disclosure statement?
Financial institutions and companies offering financial products are required to file a product disclosure statement with regulatory authorities.
How to fill out product disclosure statement?
To fill out a product disclosure statement, companies must provide accurate and comprehensive information about the features, risks, and costs associated with the financial product.
What is the purpose of product disclosure statement?
The purpose of a product disclosure statement is to ensure transparency and full disclosure of information to investors, allowing them to make informed investment decisions.
What information must be reported on product disclosure statement?
Information that must be reported on a product disclosure statement includes details about the product's features, risks, fees, and performance.
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