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Retirement Service Product Disclosure Statement Product Disclosure Statement issued by ROOF Investment Management Limited ABN 53 006 695 021 ADSL 230524 REEL L0000406 as Trustee for Wrap Retirement
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Fill in your personal information accurately in the designated sections. This may include your full name, contact details, date of birth, and social security number.
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Review the beneficiary designation section. Specify who should receive the funds in your retirement account in case of your death. Make sure to include their full names, relationship to you, and their contact information.
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Please note that it is always advisable to consult with a financial advisor or retirement planning professional to ensure you are making the best decisions for your individual circumstances.
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Acquire Retirement Service PDS refers to the Product Disclosure Statement (PDS) provided by Acquire Retirement Services, outlining their retirement products and services.
Individuals or organizations who are interested in Acquire Retirement Services products and services are required to file the Product Disclosure Statement (PDS).
To fill out the Acquire Retirement Service PDS, individuals or organizations need to carefully read and complete all the required sections as per the instructions provided in the document.
The purpose of Acquire Retirement Service PDS is to inform potential customers about the retirement products and services offered by Acquire Retirement Services.
The Acquire Retirement Service PDS must include information about the company's retirement products, services, fees, charges, benefits, and any other relevant details.
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