Get the free PRODUCT DISCLOSURE SHEET - RHB TradeSmart

Get Form

Show details

SERB 001/2021_v2 (updated on 03.02.2022)PRODUCT DISCLOSURE SHEET (Please read and understand this Product Disclosure Sheet together with the general terms and conditions governing the Trade Solutions

We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign product disclosure sheet

Edit your product disclosure sheet form online

Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.

Add your legally-binding signature

Draw or type your signature, upload a signature image, or capture it with your digital camera.

Share your form instantly

Email, fax, or share your product disclosure sheet form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing product disclosure sheet online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

Use the instructions below to start using our professional PDF editor:

1

Set up an account. If you are a new user, click Start Free Trial and establish a profile.

2

Upload a document. Select Add New on your Dashboard and transfer a file into the system in one of the following ways: by uploading it from your device or importing from the cloud, web, or internal mail. Then, click Start editing.

3

Edit product disclosure sheet. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.

4

Save your file. Select it from your list of records. Then, move your cursor to the right toolbar and choose one of the exporting options. You can save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud, among other things.

Dealing with documents is always simple with pdfFiller.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.

Learn more about security & compliance

How to fill out product disclosure sheet

01

Gather all necessary information about the product to be disclosed.

02

Organize the information into categories such as product name, description, features, benefits, risks, pricing, and terms and conditions.

03

Clearly label each category on the disclosure sheet.

04

Fill out each category with accurate and up-to-date information.

05

Review the completed product disclosure sheet for any errors or missing information.

06

Have appropriate parties review and approve the product disclosure sheet before distributing it to customers.

Who needs product disclosure sheet?

01

Financial institutions

02

Insurance companies

03

Companies offering investment products or services

04

Any organization required by law to provide disclosure information to customers

Fill form : Try Risk Free

Rate the form

4.5

Satisfied

55 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

How do I edit product disclosure sheet straight from my smartphone?

The pdfFiller mobile applications for iOS and Android are the easiest way to edit documents on the go. You may get them from the Apple Store and Google Play. More info about the applications here. Install and log in to edit product disclosure sheet.

How do I fill out product disclosure sheet using my mobile device?

Use the pdfFiller mobile app to complete and sign product disclosure sheet on your mobile device. Visit our web page (https://edit-pdf-ios-android.pdffiller.com/) to learn more about our mobile applications, the capabilities you’ll have access to, and the steps to take to get up and running.

Can I edit product disclosure sheet on an Android device?

With the pdfFiller mobile app for Android, you may make modifications to PDF files such as product disclosure sheet. Documents may be edited, signed, and sent directly from your mobile device. Install the app and you'll be able to manage your documents from anywhere.

What is product disclosure sheet?

A product disclosure sheet is a document that provides essential information about a financial product to help customers make informed decisions before purchasing.

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?

Product disclosure sheets can be filled out by providing accurate and detailed information about the financial product, its features, risks, and terms and conditions.

What is the purpose of product disclosure sheet?

The purpose of a product disclosure sheet is to ensure transparency and provide customers with crucial information about a financial product to make informed decisions.

What information must be reported on product disclosure sheet?

Information such as the product's features, benefits, risks, fees, charges, and terms and conditions must be reported on a product disclosure sheet.

Fill out your product disclosure sheet online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now