Get the free PRODUCT DISCLOSURE STATEMENT - Quintis

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How to fill out product disclosure statement

How to fill out product disclosure statement

1. Read the product disclosure statement (PDS) thoroughly.
2. Familiarize yourself with the sections and components of the PDS.
3. Identify the key information provided in the PDS, such as product details, features, benefits, fees, charges, and any terms and conditions.
4. Determine if the product aligns with your needs and financial goals.
5. Fill in the required personal information accurately, including your name, contact details, and any other requested details.
6. Provide the necessary financial information, such as income, assets, and liabilities, if applicable.
7. Take note of any risks or warnings mentioned in the PDS.
8. Ensure that you understand all the terms and conditions associated with the product.
9. Seek professional advice if you are uncertain about any aspect of the PDS.
10. Review the completed PDS form before submitting it to the relevant authority.

Who needs product disclosure statement?

1. Anyone who is considering purchasing a financial product or service should refer to the product disclosure statement (PDS).
2. This includes individuals, consumers, investors, or even businesses.
3. The PDS provides important information that helps individuals make informed decisions about whether a product or service is suitable for their needs and circumstances.
4. It is particularly crucial for those interested in insurance policies, investment products, superannuation funds, and other similar financial offerings.

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What is product disclosure statement?

A product disclosure statement is a document that provides information about a financial product to help consumers make an informed decision before purchasing.

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?

The product disclosure statement can be filled out by providing accurate and detailed information about the financial product being offered.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to provide transparency and clarity to consumers about the features, risks, and benefits of a financial product.

What information must be reported on product disclosure statement?

Information such as fees, risks, returns, and terms and conditions of the financial product must be reported on the product disclosure statement.