Get the free PRODUCT DISCLOSURE STATEMENT - Sovereign Financial

ADDITIONAL INVESTMENT FORM CC JCB ACTIVE BOND FUND AIR: CHN0005AU CLASS A UNITS Channel Investment Management Limited ACN : 163 234 240 ADSL:439007Please complete this form using BLACK INK and write

How to fill out product disclosure statement

How to fill out product disclosure statement

1. To fill out a product disclosure statement, follow these steps:
2. Start by reading the entire product disclosure statement carefully and understand its contents.
3. Determine the specific product that the statement pertains to.
4. Fill in your personal information accurately, including your name, contact details, and any other required information.
5. Provide information about your current financial situation, such as your income, assets, and liabilities.
6. Answer all questions related to your investment objectives and risk tolerance.
7. If applicable, disclose any existing investments or financial products you currently hold.
8. Understand and acknowledge any fees, charges, or other financial obligations associated with the product.
9. Review the completed product disclosure statement to ensure all information provided is accurate and complete.
10. Sign and date the statement to confirm that the information provided is true and correct.
11. Keep a copy of the filled-out product disclosure statement for your records.

Who needs product disclosure statement?

1. The product disclosure statement is typically required for individuals or entities considering purchasing or investing in a financial product.
2. This may include:
3. - Retail investors
4. - Institutional investors
5. - Individuals looking to invest in mutual funds, stocks, bonds, or other financial instruments
6. - Individuals considering purchasing insurance policies
7. - Individuals interested in superannuation products
8. It is important to check with the specific financial institution or regulatory body to determine if a product disclosure statement is required for a particular financial product or investment.

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What is product disclosure statement?

A product disclosure statement is a legal document that provides detailed information about a financial product or service to potential customers.

Who is required to file product disclosure statement?

Financial institutions and companies offering financial products or services are required to file a product disclosure statement.

How to fill out product disclosure statement?

To fill out a product disclosure statement, you need to provide accurate and relevant information about the financial product or service in a clear and concise manner.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to inform potential customers about the features, risks, and terms of a financial product or service so they can make informed decisions.

What information must be reported on product disclosure statement?

The product disclosure statement must include information about the product's features, fees, risks, benefits, and terms and conditions.