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FIRSTCHOICE EMPLOYER SUPER EMPLOYERProduct Disclosure Statement This is a combined Financial Services Guide and Product Disclosure Statement AUTORISATIONINTIM IS UPR DE F IE R2623Colonial First State

How to fill out product disclosure statements pds

How to fill out product disclosure statements pds

1. To fill out a product disclosure statement (PDS), follow these steps:
2. Read the PDS carefully to understand the information it requires.
3. Gather all the necessary information about the product being disclosed.
4. Start by filling out the general information section, including the product name, company details, and contact information.
5. Provide a clear description of the product, including its features, benefits, and potential risks.
6. Include any terms and conditions associated with the product, such as fees, charges, and limitations.
7. Disclose the key information that customers need to know before making a decision about the product.
8. Include any other relevant information that may be required based on regulatory requirements.
9. Review and proofread the completed PDS for accuracy and completeness.
10. Make sure to comply with any formatting or submission guidelines provided by the relevant authorities.
11. Finally, distribute the filled-out PDS to the intended recipients, such as potential customers or investors.

Who needs product disclosure statements pds?

1. Product disclosure statements (PDS) are generally required by organizations or companies offering financial products or services.
2. This may include banks, insurance companies, investment firms, superannuation funds, and other financial institutions.
3. Typically, anyone who offers financial products or services that fall under regulatory requirements will need to provide a PDS to their customers or potential investors.
4. The purpose of a PDS is to provide clear and concise information about the product or service, helping customers make informed decisions.

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