Get the free Product Disclosure Statement - Kiwi Wealth

Product Disclosure Statement Offer of membership of the Kiwi Wealth Super Scheme30 SEPTEMBER 2020 ISSUED BY KIWI WEALTH INVESTMENTS LIMITED PARTNERSHIP This document gives you important information

How to fill out product disclosure statement

How to fill out product disclosure statement

1. To fill out a product disclosure statement (PDS), follow these steps:
2. Start by carefully reading the entire PDS document. Understand what information is being asked and why it is required.
3. Gather all the necessary information related to the product being disclosed. This may include details about the product's features, benefits, risks, terms, conditions, fees, and any other relevant information.
4. Use clear and concise language when filling out the PDS. Provide accurate and up-to-date information to ensure transparency and avoid any misunderstandings.
5. Follow the specified format and structure of the PDS. Pay attention to any sections that require specific details or disclosures.
6. Include any supporting documents or attachments that are mentioned or required in the PDS.
7. Review the completed PDS for any errors or missing information. Make necessary corrections or additions as needed.
8. Seek legal or professional advice if you have any doubts or uncertainties about certain sections of the PDS.
9. Once satisfied with the accuracy and completeness of the filled PDS, sign and date the document.
10. Keep a copy of the filled PDS for your records and submit the original to the appropriate party or organization as instructed.

Who needs product disclosure statement?

1. A product disclosure statement (PDS) is needed by various entities including:
2. - Financial institutions offering financial products such as insurance companies, banks, and investment firms.
3. - Service providers offering complex or regulated services like telecommunications companies or utility providers.
4. - Manufacturers or suppliers of products that require detailed information about their features, usage, or risks.
5. - Companies conducting initial public offerings (IPOs) or offering securities to investors.
6. - Organizations dealing with sensitive data or technology that require disclosure of risks and security measures.
7. - Entities offering any form of investment opportunities, such as crowdfunding platforms or venture capital firms.
8. Ultimately, anyone who wants to provide clear and transparent information about a product or service can benefit from having a product disclosure statement.

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What is product disclosure statement?

A Product Disclosure Statement (PDS) is a document that provides consumers with important information about a financial product to help them make informed decisions.

Who is required to file product disclosure statement?

Issuers of financial products, such as investment, insurance, and superannuation providers, are required to file a Product Disclosure Statement.

How to fill out product disclosure statement?

To fill out a Product Disclosure Statement, you need to provide detailed information about the product, including its features, benefits, risks, costs, and any other relevant details that a consumer would need to make an informed choice.

What is the purpose of product disclosure statement?

The purpose of a Product Disclosure Statement is to ensure transparency and provide consumers with the necessary information to understand the financial product and its implications before making a purchase.

What information must be reported on product disclosure statement?

A Product Disclosure Statement must include information such as the nature of the product, its risks, costs and fees, benefits, and any other relevant terms and conditions.