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INVESTMENT SWITCH FORM The current Product Disclosure Statement (PDS) and Additional Information to the PDS of the Resolution Capital Core Plus Securities Fund, Resolution Capital Core Plus Property
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How to fill out product disclosure statement
How to fill out product disclosure statement
01
Start by reviewing the product disclosure statement (PDS) which provides important information about the product.
02
Read the PDS thoroughly and understand the terms and conditions, fees, and charges associated with the product.
03
Take note of the key features and benefits of the product disclosed in the PDS.
04
If you have any questions or uncertainties while filling out the PDS, seek assistance from the provider or consult a financial advisor.
05
Provide accurate and complete information in the required fields of the PDS, such as personal details, financial situation, and investment goals.
06
Consider any risks associated with the product and assess if it aligns with your risk appetite and investment objectives.
07
Review your completed PDS form to ensure all sections are filled out correctly and nothing has been missed.
08
Sign and date the PDS form to indicate your agreement and acknowledgement of the information provided.
09
Keep a copy of the filled-out PDS for your records.
Who needs product disclosure statement?
01
Anyone who is considering investing in a financial product should be provided with a product disclosure statement.
02
These statements are typically required by law and help individuals make informed decisions about the product.
03
Investors, both individual and institutional, who want to understand the key details and risks associated with the product should refer to the product disclosure statement.
04
It is important for those who are seeking to invest, purchase insurance, or engage in any financial products to consult the relevant product disclosure statement.
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What is product disclosure statement?
A product disclosure statement is a document that provides information about a particular financial product to help consumers make informed decisions before investing.
Who is required to file product disclosure statement?
Financial institutions, investment firms, and other entities offering financial products are required to file product disclosure statements.
How to fill out product disclosure statement?
To fill out a product disclosure statement, you need to provide detailed information about the features, risks, and costs associated with the financial product being offered.
What is the purpose of product disclosure statement?
The purpose of a product disclosure statement is to ensure transparency and disclosure of essential information to help consumers understand the risks and benefits of a financial product.
What information must be reported on product disclosure statement?
Information such as fees, risks, benefits, terms and conditions, and any other relevant details about the financial product must be reported in the product disclosure statement.
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