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FUNDS LTD MAIM Pty Limited ABN 62 604 878 533 ADSL 516942ABN 69 092 517 087 Australian Financial Services License (ADSL) 233 045ARSN 604 883 418 AIR FHT0036AUProduct Disclosure Statement (PDS)Please

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How to fill out product disclosure statement pds

01

To fill out a product disclosure statement (PDS), follow these steps:

02

Start by carefully reading the PDS document.

03

Familiarize yourself with the layout and structure of the PDS.

04

Pay attention to the sections and headings provided in the document.

05

Gather all the necessary information required to complete the PDS.

06

Begin filling out the PDS by providing accurate and complete details where prompted.

07

Follow any instructions or guidelines provided within the PDS.

08

Double-check all the information you entered for accuracy.

09

If required, attach any supporting documents or evidence as specified in the PDS.

10

Review the completed PDS thoroughly to ensure all sections have been filled out correctly.

11

Sign and date the PDS where required.

12

Keep a copy of the filled-out PDS for your records.

13

Submit the completed PDS according to the instructions provided, whether it's by mail, email, or online submission.

14

Please note that this is a general guide, and the specific steps may vary depending on the PDS form provided.

Who needs product disclosure statement pds?

01

A product disclosure statement (PDS) is typically required for individuals or entities who are offering or providing financial products or services.

02

This includes providers or sellers of insurance policies, investment funds, superannuation schemes, managed funds, and other similar financial offerings.

03

The purpose of a PDS is to provide relevant and important information about the product or service being offered, enabling potential buyers or clients to make informed decisions.

04

Regulatory authorities often require the preparation and distribution of a PDS to ensure transparency and consumer protection in the financial sector.

05

Therefore, companies and organizations in the financial industry who offer or promote such products or services need to provide a PDS to their customers or clients.

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