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FIRSTCHOICE WHOLESALE INVESTMENTS SUPPLEMENTARY PRODUCT DISCLOSURE STATEMENT 8 June 2020 This is a Supplementary Product Disclosure Statement (PDS) for the following Product Disclosure Statement Issue

How to fill out supplementary product disclosure statement

How to fill out supplementary product disclosure statement

1. To fill out a supplementary product disclosure statement, follow these steps:
2. Start by reading the main product disclosure statement (PDS) thoroughly to understand the context and purpose of the supplementary PDS.
3. Identify the sections or areas in the main PDS that require additional information or updates.
4. Create a separate document for the supplementary PDS, keeping it organized and clearly labeled.
5. Begin filling out the supplementary PDS by providing the necessary updates or additional information in the identified sections.
6. Ensure that the language used is clear, concise, and compliant with regulatory guidelines.
7. Include any relevant disclosures, notifications, or disclaimers as required by law.
8. Review the document for accuracy, completeness, and consistency with the main PDS.
9. Seek legal or compliance advice if necessary to ensure regulatory compliance.
10. Once finalized, publish the supplementary PDS alongside the main PDS, making it easily accessible to relevant stakeholders.

Who needs supplementary product disclosure statement?

1. The supplementary product disclosure statement is typically required by financial institutions, insurance companies, investment firms, and other entities regulated by financial authorities.
2. It is necessary when updates, changes, or additional information needs to be provided to customers or investors who have already received the main product disclosure statement.
3. The target audience for the supplementary PDS includes existing customers, potential investors, and anyone who has a legal or financial interest in the products or services offered by the entity.

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What is supplementary product disclosure statement?

Supplementary product disclosure statement is a document that provides additional information about a product or service, beyond what is included in the initial disclosure statement.

Who is required to file supplementary product disclosure statement?

The individuals or companies who are offering a product or service that requires additional information beyond the initial disclosure statement are required to file a supplementary product disclosure statement.

How to fill out supplementary product disclosure statement?

To fill out a supplementary product disclosure statement, one must provide the additional information required by the regulations and guidelines set forth by the governing body.

What is the purpose of supplementary product disclosure statement?

The purpose of a supplementary product disclosure statement is to ensure that consumers have all the information they need to make informed decisions about a product or service.

What information must be reported on supplementary product disclosure statement?

The information that must be reported on a supplementary product disclosure statement typically includes details about fees, charges, terms and conditions, risks, and any other relevant information.