Get the free Future Super Product Disclosure Statement Issue date: 1 July ...
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Accumulation account Product Disclosure Statement (PDS) Date prepared: 17 June 2019 Date issued: 1 July 2019Contents About LGIAsuper1How super works2Benefits of investing with LGIAsuper3Risks of super4How
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How to fill out future super product disclosure
How to fill out future super product disclosure
01
To fill out the future super product disclosure, follow these steps:
02
Start by providing the basic details such as your name, address, and contact information.
03
Include information about your employment and financial status, including your current occupation and income.
04
Provide details about any existing superannuation accounts you may have, including the account balances and investment options.
05
Outline your investment objectives and risk tolerance, indicating your preferences for asset allocation and investment strategy.
06
Include any additional information or declarations required by the specific product disclosure form.
07
Review the completed form for accuracy and completeness before submitting it.
08
Submit the filled-out future super product disclosure to the appropriate authority or organization as instructed.
Who needs future super product disclosure?
01
Anyone who is interested in investing in a superannuation fund or considering switching superannuation providers needs the future super product disclosure.
02
It is especially important for individuals who want to make informed investment decisions based on the performance, fees, and features of the superannuation product.
03
Financial advisors, institutions, and regulators may also need the future super product disclosure to assess compliance and provide appropriate advice.
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What is future super product disclosure?
Future super product disclosure is a document that provides information about a superannuation product that will be available in the future.
Who is required to file future super product disclosure?
Superannuation funds or providers are required to file future super product disclosures.
How to fill out future super product disclosure?
Future super product disclosure can be filled out by including all relevant information about the upcoming superannuation product.
What is the purpose of future super product disclosure?
The purpose of future super product disclosure is to ensure transparency and help consumers make informed decisions about superannuation products.
What information must be reported on future super product disclosure?
Future super product disclosure must include details about the features, benefits, fees, and risks associated with the superannuation product.
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