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How to fill out supplementary product disclosure statement

How to fill out supplementary product disclosure statement

1. Obtain the supplementary product disclosure statement from the relevant financial institution or investment company.
2. Carefully read through the document, paying close attention to any changes or updates from the original product disclosure statement.
3. Fill out any required information, such as your personal details or investment preferences, accurately and completely.
4. If there are any sections that you do not understand or need further clarification on, consider contacting the financial institution for assistance.
5. Once you have completed the form, double-check all the information to ensure accuracy before submitting it back to the institution.

Who needs supplementary product disclosure statement?

1. Investors or clients who have already purchased a financial product or investment and are provided with updated or additional information about the product.

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What is supplementary product disclosure statement?

A supplementary product disclosure statement (SPDS) provides additional information about a financial product or service that is not included in the main product disclosure statement. It ensures that potential investors have all relevant information to make informed decisions.

Who is required to file supplementary product disclosure statement?

Issuers of financial products, such as companies or funds offering investments, are required to file a supplementary product disclosure statement if significant new information arises that may influence an investor's decision.

How to fill out supplementary product disclosure statement?

To fill out an SPDS, start by gathering all pertinent information related to the changes or updates. Clearly outline the new information, ensure compliance with regulatory requirements, and submit the document following the specified format and procedure set by the relevant authority.

What is the purpose of supplementary product disclosure statement?

The purpose of an SPDS is to keep investors informed of any changes or new information regarding a financial product, ensuring that they can make well-informed investment decisions.

What information must be reported on supplementary product disclosure statement?

An SPDS should report any material changes affecting the product's terms, conditions, or risk factors, additional fees, or any other significant information impacting the existing product data provided in the main disclosure statement.