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Product Disclosure Statements These documents together form the Asgard Infinity wrap Super/Pension PDS. A copy of these documents is available free of charge from your adviser. Page Asgard Infinity

How to fill out product disclosure statements

How to fill out product disclosure statements

1. Start by gathering all relevant information about the product that you are preparing the disclosure statement for.
2. Begin by providing a clear and concise summary of the product, including its purpose and key features.
3. Include information on the potential risks and benefits associated with the product. Be thorough and ensure that all necessary details are included.
4. Clearly outline the fees and charges associated with the product. This should include any ongoing fees, transaction fees, or any other charges that the customer may incur.
5. Include information on any restrictions or limitations that apply to the product, such as withdrawal limitations or minimum balance requirements.
6. Ensure that the disclosure statement is written in plain language that is easy for the average consumer to understand. Avoid using technical jargon or complex terminology.
7. Prioritize the most important information and ensure that it is prominently displayed in the disclosure statement.
8. Review the disclosure statement for accuracy and completeness before finalizing it.
9. Consider seeking legal advice or consulting with professionals experienced in preparing product disclosure statements to ensure compliance with regulations and industry best practices.
10. Make sure to provide customers with a copy of the completed product disclosure statement and address any questions or concerns they may have.
11. Regularly review and update the disclosure statement as needed to reflect any changes to the product or regulatory requirements.

Who needs product disclosure statements?

1. Product disclosure statements are typically required for financial products, such as insurance policies, investment funds, and superannuation schemes.
2. Both providers and distributors of these financial products are usually required to provide product disclosure statements to their customers.
3. The purpose of product disclosure statements is to provide consumers with important information about the product so that they can make informed decisions.
4. Regulatory bodies, such as financial authorities or government agencies, may also use product disclosure statements to ensure that financial products comply with the necessary regulations.

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What is product disclosure statements?

Product disclosure statements are documents that provide important information about a product to help consumers make informed decisions before purchasing or using the product.

Who is required to file product disclosure statements?

The company or entity that is offering or selling the product is typically required to file product disclosure statements.

How to fill out product disclosure statements?

Product disclosure statements can be filled out by providing accurate and detailed information about the product, its features, risks, terms and conditions, and any other relevant information that consumers should be aware of.

What is the purpose of product disclosure statements?

The purpose of product disclosure statements is to ensure transparency and accountability by providing consumers with clear and understandable information about a product to help them make informed decisions.

What information must be reported on product disclosure statements?

Product disclosure statements must include information such as the product's name, description, features, risks, terms and conditions, fees, and any other important details that may impact a consumer's decision.