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Product Disclosure Statements
Asgard Infinity wrap Investment
Page
Asgard Infinity wrap Investment.
Supplementary Financial Services Guide and IDPs Guide (FSG)
Issue Date: 16 November 20152Asgard
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How to fill out product disclosure statements
How to fill out product disclosure statements
01
Review the required sections of the product disclosure statement (PDS) and gather all necessary information.
02
Start with the header section and fill in the product name, company name, and any relevant identification numbers.
03
Move on to the summary section and provide a brief overview of the product, its purpose, and key features.
04
Proceed to the disclosure section and include detailed information about fees, charges, risks, and any limitations associated with the product.
05
Fill out the investment options section, if applicable, by describing each available option and its associated risks and potential returns.
06
Include any additional information required by regulatory bodies or industry standards.
07
Review the completed PDS for accuracy and clarity.
08
Provide contact information for inquiries or further clarification.
09
Obtain necessary approvals and signatures.
10
Make copies of the filled-out PDS for distribution and ensure it is easily accessible to customers.
Who needs product disclosure statements?
01
Product disclosure statements are typically required for financial products, such as insurance policies, investment funds, superannuation schemes, and other similar offerings.
02
Financial institutions, insurance companies, investment firms, and any organization offering financial products to the public usually need to provide product disclosure statements.
03
Individuals who are considering purchasing or investing in a financial product can benefit from reviewing product disclosure statements to make informed decisions.
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What is product disclosure statements?
Product Disclosure Statements (PDS) are documents that provide essential information about a financial product to help consumers make informed decisions.
Who is required to file product disclosure statements?
Financial institutions and product providers that offer certain financial products such as managed investments and insurance are required to file PDS.
How to fill out product disclosure statements?
To fill out a PDS, one must provide clear and accurate information about the product, including fees, risks, benefits, and terms, while adhering to regulatory guidelines.
What is the purpose of product disclosure statements?
The purpose of a PDS is to ensure transparency and to provide consumers with the information necessary to compare products and make informed investment choices.
What information must be reported on product disclosure statements?
PDS must report information such as product features, fees and charges, risks involved, benefits, and any other relevant terms and conditions of the financial product.
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