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Global Transport and Automotive Insurance Solutions Pty Ltd AFS License Number 240714 ABN Number 93 069 048 255 Level 6, 55 Chandon Street, St Leonard's NSW 2065Carriers Transit Claim Form NOTES:

How to fill out supplementary product disclosure statement

How to fill out supplementary product disclosure statement

1. To fill out a supplementary product disclosure statement, follow these steps:
2. Read the original product disclosure statement (PDS) thoroughly.
3. Identify the sections or information that need to be supplemented or updated.
4. Prepare the supplementary information that needs to be disclosed.
5. Clearly label each section as a supplement and reference the original PDS section it relates to.
6. Include the supplementary information in the correct order as per the original PDS.
7. Review the supplementary information for accuracy and completeness.
8. Get legal or compliance approval if required.
9. Publish the supplementary product disclosure statement along with the original PDS to make it available to customers.
10. Notify affected customers or stakeholders about the availability of the supplementary document.
11. Keep a record of the supplementary disclosures for future reference and audit purposes.

Who needs supplementary product disclosure statement?

1. A supplementary product disclosure statement is typically required for individuals or entities who have already purchased or are considering purchasing a financial product after the initial product disclosure statement (PDS) has been issued.
2. Other parties who may need a supplementary PDS include regulators, financial advisors, and investors who want the most up-to-date information about a financial product.
3. The need for a supplementary PDS arises when there are material changes or additional information that need to be disclosed to ensure the accuracy and completeness of the original PDS.

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What is supplementary product disclosure statement?

A supplementary product disclosure statement (SPDS) is a document that provides additional information to investors about a financial product, complementing the initial product disclosure statement (PDS). It is designed to enhance transparency and ensure that investors have access to the most up-to-date information regarding the product.

Who is required to file supplementary product disclosure statement?

Issuers of financial products, such as managed investment schemes or other relevant financial instruments, are required to file a supplementary product disclosure statement if there are significant changes or new information that could affect investor decisions.

How to fill out supplementary product disclosure statement?

To fill out a supplementary product disclosure statement, issuers should clearly outline any changes or additional information since the original PDS, ensuring it is concise, accurate, and written in plain language. It should include sections that reference the original PDS and specify the nature of the supplementary information.

What is the purpose of supplementary product disclosure statement?

The purpose of a supplementary product disclosure statement is to provide investors with timely, relevant updates about a financial product, ensuring they remain informed of any changes that may affect their investment decisions.

What information must be reported on supplementary product disclosure statement?

The information reported in a supplementary product disclosure statement must include details about any changes to the product, such as fees, risks, benefits, or performance, and any other relevant information that would affect an investor's understanding or decision-making.