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Product Disclosure
Statement Milford Unit Trust PIE Funds
Product Disclosure Statement Milford Funds Limited
28 February 2019
This document replaces the Product Disclosure Statement dated 1 October
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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, you can follow these steps:
02
- Read the instructions provided with the product disclosure statement carefully.
03
- Gather all the necessary information about the product or service that is being disclosed.
04
- Start by providing general information about the product or service such as its name, purpose, and description.
05
- Include any important terms and conditions that the consumers should be aware of.
06
- Provide details about the pricing, fees, and charges associated with the product or service.
07
- Include information about any risks or potential benefits associated with the product or service.
08
- Clearly explain how the product or service works and how it can be used effectively.
09
- Include any legal or regulatory disclosures that are required.
10
- Review the filled-out form to ensure accuracy and completeness.
11
- Sign and date the product disclosure statement before submitting it.
12
- Keep a copy of the filled-out product disclosure statement for future reference.
Who needs product disclosure statement?
01
Product disclosure statements are generally required for financial products or services that are offered to consumers. This includes but is not limited to banks, insurance providers, investment firms, and credit card companies. Any organization or entity that offers products or services that involve financial transactions and potential risks to the consumer may need to provide a product disclosure statement.
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What is product disclosure statement?
A product disclosure statement is a document that provides details about a financial product, including its key features, benefits, risks, and costs.
Who is required to file product disclosure statement?
Financial services providers, such as banks, insurance companies, and investment firms, are required to file product disclosure statements.
How to fill out product disclosure statement?
To fill out a product disclosure statement, providers must include accurate and comprehensive information about the financial product being offered, in line with regulatory requirements.
What is the purpose of product disclosure statement?
The purpose of a product disclosure statement is to help consumers make informed decisions about financial products by providing transparent and relevant information.
What information must be reported on product disclosure statement?
A product disclosure statement must include details about the product's features, risks, fees, and any other important information that may impact a consumer's decision to invest or purchase.
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