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Westpac Protection Plans Financial protection for you, your family and your business Product Disclosure Statement (PDS) Dated 28 April 2006 Issue number 2 Westpac Term Life Westpac Term Life as Superannuation

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How to fill out personal customers disclosure documents

01

Gather all necessary personal information of the customer including name, address, contact details, and identification documents.

02

Provide a clear explanation of the purpose of the disclosure document and how the information will be used.

03

Ensure the customer understands their rights and options regarding the disclosure of their personal information.

04

Have the customer review and sign the disclosure document to indicate their consent.

05

Keep a copy of the signed disclosure document for record-keeping purposes.

Who needs personal customers disclosure documents?

01

Financial institutions such as banks, credit unions, and investment firms.

02

Insurance companies.

03

Government agencies.

04

Any organization that collects and stores personal information from customers.

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What is personal customers disclosure documents?

Personal customers disclosure documents are documents that disclose information about personal customers, including their personal information, financial status, and any risks associated with their investments.

Who is required to file personal customers disclosure documents?

Financial institutions, such as banks, investment firms, and insurance companies, are required to file personal customers disclosure documents.

How to fill out personal customers disclosure documents?

Personal customers disclosure documents can be filled out by providing accurate and complete information about the personal customers, their financial status, and any risks associated with their investments.

What is the purpose of personal customers disclosure documents?

The purpose of personal customers disclosure documents is to provide transparency and ensure that personal customers are informed about their investments and any associated risks.

What information must be reported on personal customers disclosure documents?

Information such as personal customer's personal information, financial status, investment details, and risks associated with their investments must be reported on personal customers disclosure documents.

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