Get the free Product Disclosure Statement(PDS) - Devon Funds Management

Product Disclosure Statement (PDS) 12.11.2018 ISSUER: DEVON FUNDS MANAGEMENT LIMITED DEVON ALPHA FUND DEVON AUSTRALIAN FUND DEVON DIVERSIFIED INCOME FUND DEVON DIVIDEND YIELD FUND DEVON TRANSTASMAN

How to fill out product disclosure statementpds

How to fill out product disclosure statementpds

1. To fill out a product disclosure statement (PDS), follow these steps:
2. Read the PDS thoroughly: Before starting to fill out the PDS, it is important to read it carefully to understand the information provided.
3. Identify the required sections: The PDS is typically divided into different sections, such as product information, fees and costs, risks, and benefits. Identify which sections are relevant to your needs.
4. Provide personal information: Fill out the sections that require personal information, such as your name, contact details, and financial information.
5. Answer the questions: Respond to the specific questions mentioned in the PDS accurately and truthfully.
6. Seek professional advice if needed: If there are sections or questions that you find difficult to understand or answer, consider seeking professional advice from a financial advisor or legal expert.
7. Review and sign: Once you have completed filling out the PDS, review it to ensure all information is provided correctly. Sign the document where necessary.
8. Keep a copy: Make sure to keep a copy of the filled-out PDS for your records.
9. Note: It is important to remember that the process of filling out a PDS may vary depending on the specific product and provider. Always refer to the instructions provided alongside the PDS for more accurate guidance.

Who needs product disclosure statementpds?

1. Product disclosure statements (PDS) are typically required for individuals or entities considering purchasing or investing in a financial product, such as insurance policies, superannuation funds, managed investment schemes, or shares.
2. Anyone who is seeking detailed information about a financial product before making a decision needs a PDS. It is essential for individuals to fully understand the risks, benefits, and terms associated with a product before investing their time or money.
3. Financial advisors, legal experts, and individuals responsible for providing advice or recommendations regarding financial products also need to refer to PDSes to ensure compliance with regulations and to make well-informed decisions.
4. Therefore, both individuals and professionals involved in financial decision-making require PDSes to ensure transparency, disclosure, and informed choices.

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What is product disclosure statement (PDS)?

A product disclosure statement (PDS) is a document that provides information about a financial product to help consumers make informed decisions before buying or investing.

Who is required to file product disclosure statement (PDS)?

Financial institutions and companies offering financial products are required to file product disclosure statements (PDS).

How to fill out product disclosure statement (PDS)?

To fill out a product disclosure statement (PDS), gather all relevant information about the financial product being offered and follow the instructions provided by the regulatory authorities.

What is the purpose of product disclosure statement (PDS)?

The purpose of a product disclosure statement (PDS) is to provide essential information about a financial product to consumers so they can make informed decisions.

What information must be reported on product disclosure statement (PDS)?

A product disclosure statement (PDS) must include information about the features, benefits, risks, fees, and terms and conditions of the financial product.