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Lifeforms Wholesale wrap Super/PensionProduct Disclosure Statement Part 2 Additional Information ISSUE DATE: 1 October 2017This Lifeforms Wholesale wrap Super/Pension PDS Part 2: Additional Information

How to fill out product disclosure statements

How to fill out product disclosure statements

1. Read the product disclosure statement carefully and familiarize yourself with the information provided.
2. Begin by entering your personal details, such as name, address, and contact information.
3. Pay attention to the specified sections and answer the questions truthfully and accurately.
4. Ensure that you understand the terms and conditions outlined in the statement before proceeding.
5. Provide any requested supporting documentation or evidence, if required.
6. Double-check your responses and review the completed product disclosure statement.
7. Sign and date the document to confirm your acknowledgment and agreement with the provided information.
8. Submit the filled-out product disclosure statement as per the instructions specified.

Who needs product disclosure statements?

1. Product disclosure statements are required by individuals or entities involved in financial transactions or investments that offer specific products or services.
2. Common examples include financial institutions, insurance companies, investment firms, and other organizations that provide financial products or services.
3. It is important for both the provider and the consumer to have a clear understanding of the risks, terms, and conditions associated with the product, hence the need for product disclosure statements.

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What is product disclosure statements?

Product disclosure statements are documents provided by companies to inform customers about the features, risks, and terms of a particular product or service.

Who is required to file product disclosure statements?

Companies offering financial products or services are typically required to file product disclosure statements.

How to fill out product disclosure statements?

Product disclosure statements are usually filled out by providing detailed information about the product or service, including its features, risks, terms, and other relevant information.

What is the purpose of product disclosure statements?

The purpose of product disclosure statements is to ensure that customers are fully informed about the products or services they are purchasing, including any potential risks or terms.

What information must be reported on product disclosure statements?

Product disclosure statements must include information about the features, risks, terms, fees, and any other relevant details of the product or service.