Get the free Supplementary Product Disclosure Statement 2 January 2018 ...

SPUR S&P/ASX 50 Fund The Responsible Entity: State Street Global Advisors, Australia Services Limited ABN 16 108 671 441 AFS License No. 274900Full Name(s) of Registered Holding Registry communications

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 reviewing the main product disclosure statement (PDS) for the product you are concerned with. This will provide you with the necessary background information.
3. Identify the sections or items in the PDS that require additional information or updates.
4. Gather the supplemental information or updates that need to be included in the statement.
5. Begin by stating the purpose of the supplementary disclosure statement and provide any relevant background information.
6. Clearly label each section or item that is being supplemented or updated.
7. Present the supplemental information in a clear and concise manner, ensuring it is consistent with the main PDS.
8. Include any necessary disclosures or disclaimers related to the supplementary information.
9. Review the completed supplementary disclosure statement for accuracy and completeness.
10. Obtain any necessary approvals or signatures required by regulatory authorities or internal processes.
11. Distribute the completed supplementary disclosure statement to the relevant stakeholders, such as clients, investors, or regulators.
12. Keep a record of the distribution and ensure appropriate compliance with regulatory requirements.
13. Periodically review and update the supplementary disclosure statement as necessary, based on changes in the product or regulatory requirements.

Who needs supplementary product disclosure statement?

1. A supplementary product disclosure statement is typically needed by financial institutions, investment firms, insurance companies, or any entity that offers financial products or services.
2. It is required when there are updates or changes to the original product disclosure statement that clients or investors should be aware of.
3. These updates may include changes in fees, terms and conditions, investment strategies, risk levels, or any other relevant information that may impact the decision-making process of clients or investors.
4. Regulatory authorities often mandate the use of supplementary disclosure statements to ensure transparency and protect the interests of consumers.

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What is supplementary product disclosure statement?

A supplementary product disclosure statement (SPDS) is a document provided to consumers that contains additional information about a financial product beyond what is included in the original product disclosure statement, ensuring that investors have all the relevant information before making investment decisions.

Who is required to file supplementary product disclosure statement?

Entities that offer or issue financial products, such as issuers, fund managers, or financial service providers, are required to file a supplementary product disclosure statement if there are material changes or new information that could affect the decisions of investors.

How to fill out supplementary product disclosure statement?

To fill out a supplementary product disclosure statement, provide clear and concise information regarding the changes or updates to the product, ensuring compliance with regulatory requirements. Include headings, detailed explanations, and references to affected sections of the original statement.

What is the purpose of supplementary product disclosure statement?

The purpose of a supplementary product disclosure statement is to inform investors about significant changes or relevant information regarding a financial product, thereby promoting transparency and helping them make well-informed investment choices.

What information must be reported on supplementary product disclosure statement?

The supplementary product disclosure statement must report any material changes in the financial product's features, risks, fees, or any other significant information that could impact the decision of an investor, as well as clarifications or updates to existing information.