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This document forms part of the Product Disclosure Statement dated 6 May 2019INSURANCE TRANSITION GUIDE FOR EXEC SUPER MEMBERS Important things you need to know about your cover with NGS Super. Insurance

How to fill out product disclosure statement

How to fill out product disclosure statement

1. Start by obtaining a blank product disclosure statement (PDS) form from the appropriate source, such as the product issuer or financial institution.
2. Read the instructions provided with the PDS form carefully to understand the information required and any specific guidelines for filling it out.
3. Begin filling out the PDS form by providing basic details, such as your name, contact information, and any relevant identification numbers.
4. Provide accurate and necessary information about the product for which the disclosure statement is being prepared. This may include details about the product features, terms and conditions, fees and charges, and any associated risks.
5. Include any additional information required by the regulatory authorities or specific industry standards.
6. Attach any supporting documents or evidence, if specified or deemed necessary.
7. Review the completed PDS form to ensure all the required fields are filled accurately and all necessary information is provided.
8. Sign and date the PDS form, acknowledging that the provided information is true and correct to the best of your knowledge.
9. Submit the filled-out PDS form to the appropriate party as instructed, whether it is the product issuer, financial institution, or regulatory authority.
10. Keep a copy of the filled-out PDS form for your records.
11. It is important to note that the above steps are general guidelines and may vary depending on the specific requirements and regulations of the jurisdiction in which the product disclosure statement is being filled out.

Who needs product disclosure statement?

1. Product disclosure statements are typically required in the financial industry, especially when offering investment or insurance products to consumers.
2. Product issuers, financial institutions, and regulatory authorities need product disclosure statements to provide comprehensive and transparent information about the products being offered.
3. Investors or individuals considering purchasing financial products should also refer to product disclosure statements to make informed decisions.
4. Any individual or entity involved in the distribution, promotion, sale, or management of financial products may need to have access to product disclosure statements.
5. It is recommended to consult the specific laws and regulations of the jurisdiction in question to determine who specifically needs a product disclosure statement.

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What is product disclosure statement?

A product disclosure statement is a document that provides information about a financial product, including its features, risks, and fees.

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 details about the financial product, its risks, fees, and other important information.

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 them with clear and concise information.

What information must be reported on product disclosure statement?

Information such as fees, risks, terms and conditions, and other important details about the financial product must be reported on the product disclosure statement.