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Supplementary Product Disclosure Statement This Supplementary Product Disclosure Statement dated 2 August 2007 (PDS) supplements the Product Disclosure Statement dated 23 July 2007 (PDS) and together

How to fill out supplementary product disclosure statement

How to fill out supplementary product disclosure statement

1. To fill out a supplementary product disclosure statement, follow these steps:
2. Begin by reading the main product disclosure statement thoroughly.
3. Identify the sections or contents that require supplementation.
4. Collect all the additional information or updates that need to be included.
5. Review and understand the requirements for each section that needs supplementation.
6. Use a word processing software or a template provided by the issuing company to create a supplementary product disclosure statement.
7. Start with the heading 'Supplementary Product Disclosure Statement' followed by the date and any reference numbers.
8. Divide the statement into sections or headings that match the content being supplemented.
9. Clearly state the purpose of the supplement and its relevance to the original product disclosure statement.
10. Provide a brief summary or background information related to the supplement.
11. Insert the additional information or updates, ensuring they are accurate and clearly presented.
12. Include any new terms, definitions, or explanations relevant to the supplement.
13. Review the supplementary product disclosure statement for clarity, coherence, and correctness.
14. Seek legal or professional advice if needed to ensure compliance with regulatory requirements.
15. Make the completed supplementary product disclosure statement available to interested parties, such as investors or customers.
16. Maintain a record of the supplementary product disclosure statement for future reference and regulatory purposes.

Who needs supplementary product disclosure statement?

1. The supplementary product disclosure statement is typically required by financial institutions, investment firms, or organizations offering financial products or services.
2. It is necessary when there are updates, changes, or additions to the original product disclosure statement that may impact potential investors, policyholders, or customers.
3. Various financial products may require supplementary disclosures, such as insurance policies, mutual funds, retirement plans, or investment portfolios.
4. The issuing company or organization should assess whether a supplementary product disclosure statement is necessary based on legal and regulatory requirements, as well as their commitment to transparency and providing accurate information.

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What is supplementary product disclosure statement?

A supplementary product disclosure statement (SPDS) is a document that provides additional information about a financial product, supplementing the main product disclosure statement (PDS) to ensure investors have all necessary details to make informed decisions.

Who is required to file supplementary product disclosure statement?

Issuers of financial products are required to file a supplementary product disclosure statement if there are material changes or new information that affects the product's features, risks, or benefits.

How to fill out supplementary product disclosure statement?

To fill out an SPDS, include relevant updates or changes to product information, ensure clarity and completeness of the information, provide details on why the SPDS is being issued, and follow any regulatory guidelines set by authorities.

What is the purpose of supplementary product disclosure statement?

The purpose of an SPDS is to inform investors about significant changes or updates to a financial product that may impact their investment decision, thereby ensuring transparency and compliance with regulatory requirements.

What information must be reported on supplementary product disclosure statement?

An SPDS must report changes to product features, risks, fees, benefits, or any other material information that could affect an investor's decision-making process regarding the financial product.