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Application Form This application form must accompany the Product Disclosure Statement (PDS) and Reference Guide (KG) for the fund(s) in which you want to invest (as specified in Section 10.3 (Funds))

How to fill out product disclosure statement

How to fill out product disclosure statement

1. To fill out a product disclosure statement, follow these steps:
2. Start by reading the instructions provided with the product disclosure statement carefully.
3. Identify all the sections and categories mentioned in the document.
4. Gather all the necessary information, such as product details, terms and conditions, risks involved, and any other relevant information.
5. Begin by filling out the basic details section, including the name of the product, its purpose, and any specific features.
6. Move on to the terms and conditions section, if applicable. Carefully read through the terms and conditions and provide accurate information as required.
7. Proceed to fill out the risks and benefits section. Provide an objective assessment of the potential risks associated with the product, as well as the benefits it offers to the user.
8. If there are any specific instructions or guidelines provided, make sure to follow them accordingly.
9. Double-check all the filled-out information for accuracy and completeness.
10. Finally, sign and date the product disclosure statement, acknowledging that the information provided is true and accurate to the best of your knowledge.
11. Keep a copy of the filled-out product disclosure statement for your records, and submit the original document as instructed.

Who needs product disclosure statement?

1. Product disclosure statements are typically required by financial institutions, insurance companies, investment firms, and other entities offering financial products or services.
2. Consumers or customers who are considering purchasing or investing in these financial products or services should also familiarize themselves with product disclosure statements.
3. Additionally, regulatory authorities may require companies to provide product disclosure statements to ensure transparency and protect consumer interests.

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What is product disclosure statement?

A product disclosure statement is a document that provides information about a financial product or service to consumers.

Who is required to file product disclosure statement?

Financial institutions, investment firms, and other entities offering financial products or services are required to file a product disclosure statement.

How to fill out product disclosure statement?

To fill out a product disclosure statement, include information about the features, risks, fees, and terms and conditions of the financial product or service being offered.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to ensure that consumers have access to clear and accurate information about the financial products or services they are considering.

What information must be reported on product disclosure statement?

Information that must be reported on a product disclosure statement includes the product's features, risks, fees, and terms and conditions.