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SERB 034/2015_v4 (updated 28.4.2022)PRODUCT DISCLOSURE SHEET (Please read and understand this Product Disclosure Sheet together with the brief terms and conditions governing the Trust Receipt (TRI)
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How to fill out product disclosure sheet
How to fill out product disclosure sheet
01
To fill out a product disclosure sheet, follow these steps:
02
Start by providing basic information such as the name and description of the product.
03
Identify the key features of the product, including its benefits and any limitations.
04
Provide a clear and concise summary of the risks associated with the product.
05
Include information about the fees and charges applicable to the product.
06
Clearly state the terms and conditions that apply to the product, including any obligations or responsibilities for the consumer.
07
Include any additional information that may be relevant to the product, such as contact details for further inquiries or how to make a complaint.
08
Review the completed product disclosure sheet for accuracy and completeness.
09
Make sure to update the product disclosure sheet whenever there are changes or updates to the product.
10
Finally, make the product disclosure sheet easily accessible to consumers, either by providing a physical copy or making it available online.
Who needs product disclosure sheet?
01
The product disclosure sheet is needed by both consumers and providers of financial products.
02
Consumers who are considering purchasing a financial product can use the disclosure sheet to understand the features, risks, and costs associated with the product.
03
Providers of financial products need to prepare and provide product disclosure sheets to comply with regulatory requirements and ensure transparency and clarity in their offerings.
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What is product disclosure sheet?
A product disclosure sheet is a document containing information about a financial product.
Who is required to file product disclosure sheet?
Financial institutions and companies offering financial products are required to file product disclosure sheets.
How to fill out product disclosure sheet?
To fill out a product disclosure sheet, you need to provide accurate and comprehensive information about the financial product being offered.
What is the purpose of product disclosure sheet?
The purpose of a product disclosure sheet is to provide potential investors with essential information about a financial product to help them make informed decisions.
What information must be reported on product disclosure sheet?
The product disclosure sheet must include information such as the features, risks, fees, and terms of the financial product.
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