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Product Disclosure Statement AIR code: MAQ0574AU ARSON: 129 428 682 Dated: 2 July 2014 Issuer: Macquarie Investment Management Limited ABN: 66 002 867 003 AFS License Number: 237492 1 IMPORTANT INFORMATION

How to fill out product disclosure statement

How to fill out a product disclosure statement:

1. Start by carefully reading the instructions: Begin by thoroughly reviewing the product disclosure statement (PDS) and any accompanying instructions provided by the issuer. Familiarize yourself with the purpose of the PDS and the specific information required to be provided.
2. Understand the product details: The PDS will outline the key features and important information about the product. Take the time to understand the product, its benefits, risks, terms, fees, and any limitations. This understanding will help you accurately and comprehensively complete the statement.
3. Provide accurate personal information: The PDS may require you to provide personal information such as your name, contact details, and relevant identification details. Ensure that all provided personal details are accurate and up-to-date.
4. Disclose relevant financial information: Depending on the nature of the product, the PDS may ask for specific financial information such as income, assets, liabilities, and expenses. You should provide this information truthfully to ensure the PDS reflects your financial circumstances accurately.
5. Answer all questions accurately: Carefully read and answer all questions on the PDS. Double-check your answers for accuracy and completeness. If a question is not applicable to your situation, indicate this clearly or leave it blank as instructed.
6. Seek professional advice if necessary: If you find any aspect of the PDS confusing or require further explanation, it is advisable to seek professional advice from a financial advisor or consult the issuer directly. They can provide guidance on completing the statement accurately and help you understand any complex terms or concepts.

Who needs a product disclosure statement:

1. Investors: Individuals considering investing in financial products such as managed funds, superannuation funds, or insurance policies typically require a product disclosure statement. The PDS contains vital information that helps investors make informed decisions about whether to invest and the associated risks involved.
2. Policyholders: Individuals seeking insurance coverage, whether for life, health, car, or any other type of insurance, will oftentimes be provided with a product disclosure statement. It outlines the terms, coverage details, exclusions, and other important information necessary for policyholders to understand before making a decision to purchase an insurance policy.
3. Consumers of financial services: Consumers interested in engaging with financial service providers, such as banks, lenders, or credit providers, may be required to review and understand a product disclosure statement before entering into any agreements or contracts. The PDS helps consumers assess the terms, fees, charges, and other relevant details associated with the financial service being offered.

For pdfFiller’s FAQs

What is product disclosure statement?

A product disclosure statement is a document that provides information about a financial product and its risks.

Who is required to file product disclosure statement?

Any entity that offers financial products to consumers is required to file a product disclosure statement.

How to fill out product disclosure statement?

To fill out a product disclosure statement, you will need to provide detailed information about the financial product, its features, risks, terms and conditions, and any other relevant information.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to enable consumers to make informed decisions about whether to invest in a financial product.

What information must be reported on product disclosure statement?

Information such as the features of the financial product, risks involved, fees and charges, performance history, and any other relevant details.

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