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Bank Income Fund Fourth Supplementary Product Disclosure Statement 28 February 2023 IMPORTANT INFORMATION This Fourth Supplementary Product Disclosure Statement (Fourth PDS) dated 28 February 2023

How to fill out fourth supplementary product disclosure

How to fill out fourth supplementary product disclosure

1. First, gather all the necessary information about the product that needs to be disclosed.
2. Review the guidelines and requirements for filling out the fourth supplementary product disclosure.
3. Start by completing the basic information section, including the product name, identification number, and date of disclosure.
4. Provide a detailed description of the product, its features, and any notable characteristics.
5. Include information about the risk factors associated with the product, highlighting any potential risks or limitations.
6. If applicable, provide details about the fees, charges, and expenses related to the product.
7. Include any additional information or disclosures required by regulatory bodies.
8. Review the completed form for accuracy and ensure all required fields have been filled out.
9. Submit the filled-out fourth supplementary product disclosure form in accordance with the designated procedure or to the relevant authority.
10. Keep a copy of the filled-out form for your records.

Who needs fourth supplementary product disclosure?

1. Financial institutions offering products that require additional disclosure in accordance with regulatory guidelines.
2. Investment firms or advisors who manage or market investment products that fall under the scope of the fourth supplementary product disclosure requirement.
3. Consumers or investors who want comprehensive information about a specific financial product before making a decision.
4. Regulatory bodies or authorities responsible for overseeing and enforcing disclosure requirements in the financial industry.

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What is fourth supplementary product disclosure?

The fourth supplementary product disclosure provides additional information regarding a financial product or service that was not included in the original product disclosure statement. It serves to inform investors of any significant changes or updates.

Who is required to file fourth supplementary product disclosure?

Entities that manage or offer financial products, such as fund managers or investment firms, are required to file the fourth supplementary product disclosure when there are material changes or updates to their products.

How to fill out fourth supplementary product disclosure?

To fill out the fourth supplementary product disclosure, the entity must provide clear and accurate information regarding the updates or changes to the product, including relevant financial data, risks, and other disclosures required by regulatory authorities.

What is the purpose of fourth supplementary product disclosure?

The purpose of the fourth supplementary product disclosure is to ensure transparency and keep investors informed about significant updates to financial products, thereby helping them make more informed investment decisions.

What information must be reported on fourth supplementary product disclosure?

The information that must be reported includes any changes in fees, performance metrics, investment strategies, risks associated with the product, and other material updates relevant to current or prospective investors.