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Product Disclosure Statement Milford Unit Trust PIE Funds Product Disclosure Statement Milford Funds Limited 28 February 2018 This document replaces the Product Disclosure Statement dated 29 June

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How to fill out product disclosure statement

01

Here is a step-by-step guide on how to fill out a product disclosure statement:

02

Start by thoroughly reading the product disclosure statement document.

03

Familiarize yourself with the information provided in the document, including the terms and conditions, fees and charges, and any other relevant details.

04

Ensure you have all the necessary information and supporting documents required to complete the statement, such as personal identification details, financial records, or other relevant documents.

05

Begin filling out the statement by accurately providing the requested information in each section. This may include personal details, investment preferences, risk tolerance, and any other relevant information.

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Double-check all the information you have provided to ensure its accuracy and completeness.

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If there are any sections you are unsure about or have questions regarding, seek clarification from the provider of the product disclosure statement.

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Once you have completed filling out the statement, review it again to make sure you haven't missed any important information or made any errors.

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Sign and date the completed product disclosure statement as required.

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Keep a copy of the filled-out product disclosure statement for your records and submit the original document to the relevant institution or entity.

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If needed, follow up with the institution or entity to ensure the statement has been received and processed correctly.

Who needs product disclosure statement?

01

The product disclosure statement is typically needed by individuals or entities who are considering investing in a financial product or service.

02

This includes potential investors, customers, or clients who want to gain a clear understanding of the details, terms, and conditions associated with a specific financial product.

03

It is also important for anyone who wants to make an informed decision about their investment or financial choices.

04

Therefore, anyone who is interested in investing or engaging with financial products or services should carefully review and consider the information provided in a product disclosure statement.

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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 consumers make informed decisions.

Who is required to file product disclosure statement?

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

How to fill out product disclosure statement?

To fill out a product disclosure statement, you need to provide accurate and detailed information about the financial product being offered.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to ensure transparency and disclosure of important information to consumers.

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.

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