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Application Formed Income Strategy 2 Reference Guidelines Income Strategy 2 ARSON 616 097 717 This application form relates to the Product Disclosure Statement dated 26 June 2019 (PDS) issued by Specialized

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How to fill out product disclosure statement

01

Read and understand the product disclosure statement (PDS) provided by the company.

02

Begin by filling out your personal information, including your name, address, and contact details.

03

Provide any additional information required, such as your occupation and financial circumstances.

04

Understand the purpose and terms of the statement, including the product being disclosed and its associated risks.

05

Answer any specific questions related to your knowledge, experience, and risk tolerance.

06

Carefully review the PDS to ensure all sections are completed accurately and truthfully.

07

Seek professional advice if you are unsure about any aspect of the PDS.

08

Sign and date the completed PDS to acknowledge your understanding and agreement.

09

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

10

Submit the completed PDS to the relevant company or institution as per their instructions.

Who needs product disclosure statement?

01

Anyone who is interested in purchasing or investing in a financial product or service should review the product disclosure statement (PDS). This document provides important information about the product, including its features, fees, risks, and terms. It helps individuals make informed decisions and understand the potential outcomes and implications of their investment or purchase. Therefore, anyone considering buying a financial product should request and review the PDS to ensure they have a full understanding of what they are getting into.

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What is product disclosure statement?

A product disclosure statement (PDS) is a document that provides important information about a financial product, helping consumers make informed decisions.

Who is required to file product disclosure statement?

Businesses that offer or sell financial products, such as investment funds, insurance policies, and superannuation funds, are required to file a product disclosure statement.

How to fill out product disclosure statement?

To fill out a product disclosure statement, gather the necessary product information, ensure compliance with legal guidelines, and accurately complete each section, providing clear and concise details.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to provide potential investors or consumers with essential details about the product's features, risks, and costs, promoting transparency and informed decision-making.

What information must be reported on product disclosure statement?

The product disclosure statement must include information such as product details, risks, benefits, fees and charges, and the rights of consumers.

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