Get the free Product Disclosure Statement - Allan Gray

Product Disclosure Statement ALLAN GRAY AUSTRALIA BALANCED FUND 1 NOVEMBER 2018CONTENTS 1. About Equity Trustees Limited22. How the Allan Gray Australia Balanced Fund works23. Benefits of investing

How to fill out product disclosure statement

How to fill out product disclosure statement

1. Start by gathering all the necessary information about the product that needs to be disclosed in the statement.
2. Identify the key components and features of the product that should be included in the disclosure.
3. Organize the information in a clear and concise manner, using bullet points or numbered lists.
4. Begin the disclosure statement with an introduction that explains the purpose of the document and provides important disclaimers or warnings.
5. Include a section that describes the main benefits and risks associated with the product.
6. Provide details about the fees, charges, and commissions applicable to the product.
7. Explain any restrictions, limitations, or conditions that apply to the use or purchase of the product.
8. Include information about the product provider, their contact details, and any relevant licenses or certifications they hold.
9. Consider adding supplementary information or references for further reading, if necessary.
10. Review the completed disclosure statement for accuracy, clarity, and compliance with applicable regulations before finalizing and distributing it.

Who needs product disclosure statement?

1. Product disclosure statements are typically required for financial products, such as insurance policies, bank accounts, investment funds, or retirement plans.
2. Any individual or entity that offers these financial products to consumers or customers needs to provide a product disclosure statement to ensure transparency and informed decision-making.
3. Regulatory authorities often mandate the use of product disclosure statements to protect consumers' interests and ensure fair practices in the financial industry.

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What is product disclosure statement?

A product disclosure statement (PDS) is a legal document that provides details about a financial product to help consumers understand the product, its risks, benefits, features, and costs.

Who is required to file product disclosure statement?

Financial institutions and product issuers are required to file a product disclosure statement when offering financial products to ensure transparency and compliance with regulations.

How to fill out product disclosure statement?

To fill out a product disclosure statement, follow the specific guidelines provided by regulatory authorities, ensuring that all required information about the product, including terms, conditions, and fees, is accurately disclosed.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to inform and protect consumers by providing them with essential information about the financial product, enabling them to make informed decisions.

What information must be reported on product disclosure statement?

Information that must be reported on a product disclosure statement includes a description of the product, features and benefits, risks, fees and charges, and the terms and conditions associated with the product.