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Initial
Application Form
This Initial Application Form relates to a Product Disclosure Statement
dated 10th August 2020 (PDS) issued by The Trust Company (RE
Services) Limited ABN 45 003 278 831,
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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
Start by reading the instructions or guidelines provided with the product disclosure statement. This will give you an overview of what information needs to be filled out.
03
Ensure that you have all the necessary documents and information related to the product for which the statement is being filled out.
04
Begin by entering the basic information about the product, such as its name, type, and purpose.
05
Provide details about the key features and benefits of the product. Highlight any unique selling points or advantages it offers.
06
Include information about the terms and conditions, including any fees, charges, or penalties associated with the product.
07
If applicable, mention any risks or limitations associated with the product and provide necessary disclaimers.
08
Provide contact information of the relevant authority or organization that can address any queries or concerns related to the product.
09
Review the filled-out product disclosure statement to ensure accuracy and completeness.
10
Sign and date the statement, indicating that all the information provided is true and accurate.
11
Make copies of the filled-out product disclosure statement for your records and submit the original as required by the relevant authority or organization.
Who needs product disclosure statement?
01
Product disclosure statements are typically required for financial products, such as insurance policies, investment products, and superannuation funds.
02
These statements are generally needed by consumers, investors, and policyholders who are considering purchasing or investing in a financial product.
03
In some cases, regulatory bodies or government authorities may also require product disclosure statements to ensure transparency and consumer protection.
04
It is important to consult the specific regulations or laws applicable in your jurisdiction to determine who exactly needs a product disclosure statement.
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What is product disclosure statement?
A product disclosure statement is a document that provides details about a particular financial product to help consumers make informed decisions.
Who is required to file product disclosure statement?
Financial institutions and companies offering financial products are required to file product disclosure statements.
How to fill out product disclosure statement?
To fill out a product disclosure statement, one must provide accurate information about the financial product being offered, potential risks, fees, and other relevant details.
What is the purpose of product disclosure statement?
The purpose of a product disclosure statement is to inform consumers about the key features, risks, and costs associated with a financial product so they can make informed decisions.
What information must be reported on product disclosure statement?
A product disclosure statement must include information about the product's features, risks, fees, performance, and other relevant information.
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