Get the free Flexi Pension Product Disclosure Statement. Flexi Pension Product Disclosure Statement

Flex Pension / 1 October 2020 /Product Disclosure Statement Issued 1 October 2020 by Uniquer Limited ABN 54 006 027 121 ADSL No. 492806.WERE ONE OF AUSTRALIA MOST AWARDED SUPER FUNDS With a string

How to fill out flexi pension product disclosure

How to fill out flexi pension product disclosure

1. Read the Flexi Pension Product Disclosure Statement (PDS) thoroughly.
2. Familiarize yourself with the terms and conditions of the Flexi Pension product.
3. Gather all the necessary information required to fill out the PDS, such as personal details, financial information, and investment preferences.
4. Complete the application form provided in the PDS accurately and legibly.
5. If there are sections or questions that you do not understand, seek clarification from the product provider or a financial advisor.
6. Ensure that you have disclosed all relevant information and provided all necessary supporting documents.
7. Review the filled-out PDS to ensure accuracy and completeness.
8. Sign and date the application form.
9. Submit the completed PDS to the designated contact or address mentioned in the PDS.
10. Retain a copy of the filled-out PDS for your records.

Who needs flexi pension product disclosure?

1. Anyone who is interested in investing in a flexi pension product should review and fill out the Flexi Pension Product Disclosure Statement. This disclosure provides essential information about the product's features, benefits, risks, fees, and investment options.

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What is flexi pension product disclosure?

Flexi pension product disclosure refers to the detailed information provided by pension product providers regarding the features, fees, risks, and benefits associated with a flexible pension scheme.

Who is required to file flexi pension product disclosure?

Pension product providers and financial institutions that offer flexi pension products are required to file the flexi pension product disclosure.

How to fill out flexi pension product disclosure?

To fill out flexi pension product disclosure, providers must follow a standardized format that includes details about the product's terms, customer obligations, and any applicable fees or charges.

What is the purpose of flexi pension product disclosure?

The purpose of flexi pension product disclosure is to ensure transparency and help consumers make informed decisions regarding their pension investments.

What information must be reported on flexi pension product disclosure?

The information that must be reported includes product features, fee structures, investment risks, performance history, and the rights and obligations of the investors.