Get the free Product Disclosure Statement - Russell Investments

ARSON: 160 346 967 AIR: RIM0086AU Partnership Balanced Fund Class A 8 October 2012 Important Information Contents 1. About Russell Investment Management Ltd and Matrix Planning Solutions Limited About

How to fill out product disclosure statement

How to fill out a product disclosure statement:

1. Start by gathering all the necessary information about the product you are disclosing. This includes details about its features, benefits, limitations, and any potential risks or costs associated with it.
2. Clearly identify the purpose of the product disclosure statement. Is it to inform potential customers about a new product or to update existing customers about changes to an existing product?
3. Use a clear and concise language to explain the terms and conditions of the product. Break down complex information into easily understandable sections and provide examples or illustrations where necessary.
4. Include any legal or regulatory requirements that may apply to the product. This could include relevant legislation or industry-specific guidelines that customers need to be aware of.
5. Make sure to disclose any important information that may impact a customer's decision-making process. This could include fees, charges, penalties, or restrictions associated with the product.
6. Provide contact information or a support system for customers who have further questions or need clarification about the product.
7. Review the product disclosure statement for accuracy and completeness before finalizing it. Ensure that all relevant information has been included and that it is presented in a logical and organized manner.
8. Distribute the product disclosure statement to the appropriate audience, whether it be potential customers, existing customers, or regulatory bodies.
9. Periodically review and update the product disclosure statement to reflect any changes to the product or its terms and conditions.

Who needs a product disclosure statement?

1. Financial institutions and providers offering financial products such as insurance, investment vehicles, or loan products typically need to provide a product disclosure statement to customers.
2. Companies or manufacturers offering goods or services that come with specific terms, warranties, or guarantees may also be required to provide a product disclosure statement.
3. Legislations and regulations vary from country to country, so it's important to consult local laws to determine who specifically needs to provide a product disclosure statement.

For pdfFiller’s FAQs

What is product disclosure statement?

A product disclosure statement is a document that provides information about a financial product or service to help consumers make informed decisions.

Who is required to file product disclosure statement?

Financial institutions and companies offering financial products or services are required to file product disclosure statements.

How to fill out product disclosure statement?

To fill out a product disclosure statement, companies must provide detailed information about the product or service, including fees, risks, and terms and conditions.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to ensure transparency and provide consumers with the information they need to make informed decisions.

What information must be reported on product disclosure statement?

Product disclosure statements must include information on fees, risks, benefits, and terms and conditions of the financial product or service.

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