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FORMSAPPLICATION FORM Product Disclosure Statement dated 22 October 2021 issued by Beta Shares Capital Ltd, ABN 78 139 566 868, ADSL 341181 as Responsible Entity. Please note: This form is for use
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Who needs product disclosure statement?
01
Any individual or entity looking to invest in a financial product such as a mutual fund, insurance policy, or retirement account.
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Financial advisors and institutions may also need to provide product disclosure statements to their clients as part of their legal requirements.
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What is product disclosure statement?
A product disclosure statement is a legal document that provides details about the features, risks, and terms and conditions of a financial product.
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?
The product disclosure statement can be filled out by gathering all relevant information about the financial product and following the guidelines set by regulatory authorities.
What is the purpose of product disclosure statement?
The purpose of a product disclosure statement is to provide transparency and enable consumers to make informed decisions about financial products.
What information must be reported on product disclosure statement?
Information such as fees, risks, benefits, and terms and conditions of the financial product must be reported on the product disclosure statement.
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