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Product Disclosure
Statement Milford Investment Funds
Product Disclosure Statement Milford Funds Limited
25 July 2019
This document replaces the Product Disclosure Statement dated 28 February 2019
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01
To fill out a product disclosure statement form, follow these steps:
02
Read the instructions carefully to understand the purpose and requirements of the form.
03
Begin by entering your personal information such as your name, address, and contact details.
04
Provide the details of the product for which the disclosure statement is being prepared.
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Include information about the features, benefits, and risks associated with the product.
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Review and provide information about any fees, charges, or ongoing costs related to the product.
07
If applicable, disclose any conflicts of interest or relationships that may affect the product.
08
Sign and date the form, acknowledging that the information provided is accurate and complete.
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Remember to keep a copy of the filled-out form for your records.
Who needs form product disclosure statement?
01
A product disclosure statement is required by individuals or organizations who are offering financial products or services. It is necessary for entities such as banks, investment firms, insurance companies, and other financial institutions that provide products like insurance policies, investment funds, or loans. Additionally, individuals who are seeking detailed information about a specific financial product before making a purchase or investment may also need a product disclosure statement.
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What is form product disclosure statement?
Form product disclosure statement is a document that discloses important information about a financial product to potential investors.
Who is required to file form product disclosure statement?
Any individual or organization offering a financial product to the public is required to file form product disclosure statement.
How to fill out form product disclosure statement?
Form product disclosure statement can be filled out by providing accurate and detailed information about the financial product being offered.
What is the purpose of form product disclosure statement?
The purpose of form product disclosure statement is to ensure transparency and provide necessary information to potential investors before they make investment decisions.
What information must be reported on form product disclosure statement?
Form product disclosure statement must include information about the features, risks, fees, and performance of the financial product.
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