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The super fund for Australia s legal profession Product Disclosure Statement Additional Information Personal and Spouse members The information in this document forms part of the legal super Product

How to fill out product disclosure statement

How to fill out a product disclosure statement:

1. Start by reviewing the instructions: Before filling out the product disclosure statement, carefully read through the instructions provided by the issuer or the relevant regulatory body. These instructions will guide you on the specific information you need to provide and any specific format or structure requirements.
2. Gather the necessary information: Collect all the relevant details and information about the product or service being disclosed. This may include information about the product's features, terms and conditions, fees and charges, risks, and any other important disclosures.
3. Understand the questions and sections: Familiarize yourself with the different sections and questions in the product disclosure statement. Each section will likely cover specific aspects of the product or service, such as investment risks, insurance coverage, or contractual obligations. Make sure you understand what each section is asking for before proceeding.
4. Fill in the required details: Complete each section of the product disclosure statement accurately and thoroughly. Provide all the requested information, ensuring that you include any necessary supporting documentation or attachments as specified in the instructions. Take your time to ensure the information you provide is accurate, as this document may have legal implications.
5. Seek professional advice if needed: If you are unsure about any aspect of the product disclosure statement or find it challenging to complete, consider seeking professional advice. Financial advisors or legal professionals can help you understand the implications of the disclosures and ensure that you accurately complete the form.

Who needs a product disclosure statement:

1. Consumers: Product disclosure statements are primarily intended for consumers who are considering purchasing or using a particular product or service. These statements provide consumers with important information about the product's features, risks, benefits, and any associated costs or fees. Having access to this information allows consumers to make informed decisions.
2. Financial institutions and issuers: Companies, financial institutions, and issuers are typically required by law to provide a product disclosure statement to consumers. This ensures transparency and helps protect consumers from misleading or inadequate information. Issuers have a legal obligation to disclose all relevant details about their products or services through these statements.
3. Regulatory bodies: Regulatory bodies, such as government agencies or industry watchdogs, often require product disclosure statements to be provided to ensure compliance with specific regulations or standards. These statements enable regulatory bodies to assess the fairness, clarity, and completeness of the information being provided to consumers, promoting transparency and consumer protection.

For pdfFiller’s FAQs

What is product disclosure statement?

A product disclosure statement is a document that provides information about a financial product to help consumers make informed decisions before purchasing.

Who is required to file product disclosure statement?

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

How to fill out product disclosure statement?

To fill out a product disclosure statement, one must include details about the financial product, risks involved, fees and charges, and any other relevant information for consumers.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to ensure transparency and provide consumers with all the necessary information to make an informed decision about a financial product.

What information must be reported on product disclosure statement?

Information such as the features of the financial product, risks, fees, charges, terms and conditions, and any other relevant details must be reported on a product disclosure statement.

How can I get product disclosure statement?

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