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Product Disclosure
Statement Milford Kiwi Saver Plan
Product Disclosure Statement Milford Funds Limited
17 August 2016This document gives you important information about this investment to help you
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How to fill out product disclosure statement
How to fill out product disclosure statement
01
Start by gathering all the necessary information and documents related to the product.
02
Read and understand the instructions or guidelines provided by the company or regulatory body.
03
Begin filling out the product disclosure statement (PDS) by inputting the required information accurately.
04
Clearly state the key features and benefits of the product in a concise and easy-to-understand manner.
05
Include any risks or limitations associated with the product, ensuring transparency and disclosure.
06
Provide details about any fees or charges applicable to the product, if applicable.
07
Include information about the process or steps to be followed in case of complaints or disputes.
08
Review the filled-out PDS for accuracy and completeness.
09
Make any necessary corrections or revisions before finalizing the document.
10
Seek legal or professional advice, if required, before submitting the completed PDS.
11
Once satisfied with the information provided, sign and date the PDS.
12
Keep a copy of the completed PDS for future reference or distribution.
13
Submit the product disclosure statement as per the required procedures or guidelines.
Who needs product disclosure statement?
01
Financial service providers or companies offering financial products, such as insurance companies, investment firms, and banks.
02
Consumers or potential buyers of financial products, who require accurate and detailed information about the product before making a decision.
03
Regulatory bodies or authorities overseeing the financial market, who need the PDS to ensure compliance with regulations and to protect consumer interests.
04
Financial advisors or professionals who assist clients in understanding and comparing different financial products.
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What is product disclosure statement?
A product disclosure statement is a document that provides information about a financial product such as an insurance policy or investment.
Who is required to file product disclosure statement?
Financial institutions and companies offering financial products are required to file a product disclosure statement.
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 in question.
What is the purpose of product disclosure statement?
The purpose of a product disclosure statement is to inform consumers about the key features, costs, risks, and benefits of a financial product.
What information must be reported on product disclosure statement?
Information such as fees, charges, commissions, risks, and terms and conditions must be reported on a product disclosure statement.
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