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Product Disclosure Statement 1 July 2015 Super for real estate professionals CONTENTS 1 About REI Super 2 How super works 3 Benefits of investing with REI Super 4 Risks of investing in super 5 How

How to fill out product disclosure

How to fill out product disclosure:

1. Start by carefully reading the product disclosure statement (PDS) provided by the product provider. The PDS typically contains important information about the product, including its features, risks, and fees. Understanding the content of the PDS is crucial before proceeding with filling it out.
2. Take note of any required personal information that needs to be provided in the PDS. This may include your full name, contact details, date of birth, and any relevant identification numbers. Ensure that all the information provided is accurate and up to date.
3. Pay close attention to the sections or questions that require you to make choices or decisions. For instance, if the product allows for different investment options, carefully consider and select the one that aligns with your financial goals and risk tolerance.
4. If there are any specific terms or jargon used in the PDS that you're unsure about, don't hesitate to seek clarification. Contact the product provider or consult a financial advisor who can help explain any complex concepts or terms.
5. Complete any additional forms or documents that may be required alongside the product disclosure statement. These may include application forms, identification documents, or relevant supporting materials. Make sure to submit all the necessary paperwork together.
6. Before submitting the filled-out product disclosure, review it thoroughly. Double-check each section to ensure accuracy and completeness. Take your time to carefully read through the entire document, ensuring that you haven't missed any important information or signatures.

Who needs product disclosure:

1. Individuals or entities considering purchasing or investing in a financial product should seek a product disclosure statement. This applies to both retail and wholesale customers.
2. Investors who wish to make informed decisions about the financial product they are interested in need access to a product disclosure statement. It provides important details that can help them weigh the risks and benefits before committing their funds.
3. Financial advisors and professionals who assist clients in making investment decisions should have access to product disclosure statements. These professionals have a responsibility to ensure that their clients fully understand the implications of investing in a particular product.
4. Regulators and governing bodies also utilize product disclosure statements to verify regulatory compliance and ensure that appropriate information is being provided to potential investors.

Overall, product disclosure statements serve to provide transparency and enable individuals and organizations to make well-informed decisions when it comes to financial products.

For pdfFiller’s FAQs

What is product disclosure?

Product disclosure is a document that provides detailed information about a particular product, including its features, risks, and fees.

Who is required to file product disclosure?

Product disclosure is typically required to be filed by companies or entities that offer financial products or services to consumers.

How to fill out product disclosure?

Product disclosure can be filled out by providing accurate and comprehensive information about the product, ensuring all relevant details are included.

What is the purpose of product disclosure?

The purpose of product disclosure is to inform consumers about the key features, risks, and costs associated with a particular product, enabling them to make informed decisions.

What information must be reported on product disclosure?

Information that must be reported on product disclosure includes product details, fees, risks, terms and conditions, and any other relevant information.

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