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Application for Withdrawal form On the grounds of significant financial hardship or serious illness MAS FREE POST 884 PO Box 13042 Jacksonville, Wellington Phone 0800 800 627 Fax (04) 477 0109 Email
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How to fill out product disclosure statement for
How to fill out product disclosure statement for
01
Start by reading the product disclosure statement (PDS) provided by the company or financial institution offering the product.
02
Familiarize yourself with the information included in the PDS, such as the product features, risks involved, fees and charges, and any additional terms and conditions.
03
Take note of any specific sections or questions that require your attention and understanding.
04
Begin filling out the PDS by providing your personal details, such as your name, address, contact information, and any other requested information.
05
Proceed to answer the questions or sections related to your investment preferences, financial situation, and any other relevant details that the PDS may require.
06
Ensure that you provide accurate and truthful information, as any incorrect or misleading information could have legal consequences.
07
If you come across any terms or concepts that you don't understand, seek clarification from the company or financial institution offering the product.
08
Double-check your completed PDS to ensure that all sections have been filled out correctly and all necessary information has been provided.
09
Sign and date the PDS as required, and make a copy for your records.
10
Submit the filled-out PDS to the company or financial institution as per their instructions, whether it's through online submission, mail, or in-person.
Who needs product disclosure statement for?
01
Anyone who is considering investing in a financial product should have a product disclosure statement (PDS).
02
Investors, individuals, or businesses interested in purchasing or investing in various financial products like shares, managed funds, insurance policies, superannuation funds, derivatives, or other investment options should obtain a PDS.
03
Regulatory authorities also require companies or financial institutions to provide a PDS to potential investors or customers to ensure transparency and to help individuals make informed decisions about the product.
04
Therefore, it is important for anyone who wants to be well-informed and aware of the details, risks, and terms associated with a financial product to obtain and read a product disclosure statement.
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What is product disclosure statement for?
The product disclosure statement is a document that provides detailed information about a financial product, such as its features, benefits, risks, and costs.
Who is required to file product disclosure statement for?
Financial institutions, insurance companies, and other entities that offer financial products are required to file a product disclosure statement.
How to fill out product disclosure statement for?
The product disclosure statement can be filled out by providing accurate and complete information about the financial product being offered.
What is the purpose of product disclosure statement for?
The purpose of the product disclosure statement is to help consumers make informed decisions about financial products.
What information must be reported on product disclosure statement for?
Information such as product features, benefits, risks, fees, and other relevant details must be reported on the product disclosure statement.
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