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Product Disclosure Statement for Pension Members for: Account Based Pensions Transition to Retirement Income Streams (THIS)1 January 2021Helpline 1800 635 796www.lutheransuper.com. Dupage 2 of 46About

How to fill out product disclosure statement pension

How to fill out product disclosure statement pension

1. To fill out a product disclosure statement pension, follow these steps:
2. Read the entire document carefully to understand the purpose and contents of the statement.
3. Gather all the necessary information about the pension product you are disclosing.
4. Start with the personal information section and provide accurate details about yourself, including your full name, contact information, and date of birth.
5. Proceed to the financial information section and disclose your current financial situation, including your income, assets, and any other relevant information.
6. Clearly state your investment objectives and risk appetite in the investment options section.
7. Review and understand the fees and charges associated with the pension product and provide accurate information about them.
8. Declare any other relevant information in the additional disclosures section, such as your employment status or health conditions, if required.
9. Carefully review the completed product disclosure statement pension for any errors or omissions.
10. Sign and date the statement to confirm its accuracy and completeness.
11. Keep a copy of the filled-out product disclosure statement pension for your records.

Who needs product disclosure statement pension?

1. Product disclosure statement pension is needed by individuals who are considering investing in a pension product. This statement provides important information about the product, its features, fees, risks, and terms. It helps individuals make informed decisions about investing their money in a pension and understand the implications of the investment. Therefore, anyone who is interested in investing in a pension product should refer to the product disclosure statement to ensure they have the necessary knowledge before making an investment decision.

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What is product disclosure statement pension?

A Product Disclosure Statement (PDS) for pensions is a document that provides essential information about a pension product, including its features, benefits, risks, and costs, to help consumers make informed decisions.

Who is required to file product disclosure statement pension?

Issuers of pension products, such as superannuation funds or pension providers, are required to file a Product Disclosure Statement to ensure compliance with financial regulations.

How to fill out product disclosure statement pension?

To fill out a Product Disclosure Statement for pensions, you should provide clear and accurate information about the pension product, including details on fees, investment options, benefits, terms and conditions, and any risks involved.

What is the purpose of product disclosure statement pension?

The purpose of a Product Disclosure Statement for pensions is to ensure that consumers are provided with all necessary information to understand the pension product they are considering, enabling them to compare options and make informed investment decisions.

What information must be reported on product disclosure statement pension?

A Product Disclosure Statement for pensions must include information about the pension product's features, risks, costs, performance, and how it operates, as well as the rights and obligations of both the provider and the consumer.