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APPLICATION FORM
POLARIS INVESTMENT Funds Application Form relates to the Product Disclosure Statement (PDS) issued by
Pinnacle Fund Services Limited (ABN 29 082 494 362, ADSL 238371) as the Responsible
Entity
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How to fill out product disclosure statement
How to fill out product disclosure statement
01
To fill out a product disclosure statement, follow these steps:
02
Read and understand the purpose of the product disclosure statement.
03
Gather all necessary information about the product being disclosed.
04
Clearly describe the product's features, benefits, and risks.
05
Include any relevant legal or regulatory information.
06
Use concise and easily understandable language.
07
Organize the information in a structured and logical manner.
08
Ensure the document is accurate and up-to-date.
09
Provide contact information for additional inquiries.
10
Review and revise the document as needed before finalizing it.
11
Distribute the product disclosure statement to the intended audience.
Who needs product disclosure statement?
01
Any individual or organization involved in the sale, promotion, or distribution of a financial or investment product may need a product disclosure statement.
02
This includes financial institutions, investment firms, insurance companies, mutual funds, and other entities offering financial products to consumers.
03
The purpose of a product disclosure statement is to inform potential buyers or investors about the key features, risks, and terms of a product.
04
It helps ensure transparency, disclosure of essential information, and understanding of the product before making any purchasing or investment decisions.
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What is product disclosure statement?
A product disclosure statement (PDS) is a document that provides information about a financial product to help consumers make informed decisions. It typically includes details about features, benefits, risks, and costs of the product.
Who is required to file product disclosure statement?
Businesses and financial service providers that offer financial products to consumers, such as insurance companies, investment firms, and banks, are required to file a product disclosure statement.
How to fill out product disclosure statement?
To fill out a product disclosure statement, you should gather all relevant information about the financial product, ensuring clarity and transparency. Follow the specific guidelines provided by regulatory authorities, and include sections covering product features, risks, fees, and terms.
What is the purpose of product disclosure statement?
The purpose of a product disclosure statement is to provide clear and comprehensive information about a financial product so that consumers can understand what they are purchasing, allowing them to compare options and make informed choices.
What information must be reported on product disclosure statement?
A product disclosure statement must include information such as the product's description, benefits, fees, risks, and any other relevant terms and conditions that could impact the consumer's decision.
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