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Authorised Person Form International Trading Account WealthHub Securities Limited ABN 83 089 718 249 AFSL No. 230704GPO Box 4545 Melbourne VIC 3001Telephone 13 13 80 nabtrade.com.auPlease complete

How to fill out product disclosure statement for

How to fill out product disclosure statement for

1. Read the product disclosure statement (PDS) thoroughly to understand the details and terms of the product.
2. Identify the specific sections of the PDS that pertain to the product you are filling out the statement for.
3. Fill out the personal information section accurately, providing your name, address, contact details, and any other required information.
4. Declare any relevant information, such as medical conditions or previous claims, as requested in the statement.
5. Complete the product-specific sections by providing the necessary details about the product, including its features, coverage, and any associated risks.
6. Review your filled-out product disclosure statement for accuracy and completeness, ensuring all necessary information has been provided.
7. Sign and date the statement to acknowledge that the information provided is true and accurate.
8. Submit the completed product disclosure statement to the appropriate recipient or organization as instructed in the PDS.

Who needs product disclosure statement for?

1. Anyone who wishes to purchase or invest in a financial product should obtain and fill out a product disclosure statement.
2. Insurance policyholders who need to understand the terms and conditions of their coverage should also review and fill out a product disclosure statement.
3. Financial advisors and professionals may also require a product disclosure statement when recommending or providing information about specific financial products to clients.
4. Regulatory bodies and government agencies may need product disclosure statements for assessment and compliance purposes.
5. Ultimately, anyone seeking clarity and transparency about the details, risks, and terms of a financial product can benefit from a product disclosure statement.

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What is product disclosure statement for?

The product disclosure statement (PDS) is intended to inform potential investors or consumers about the key features, benefits, and risks associated with a financial product.

Who is required to file product disclosure statement for?

Product providers, such as financial institutions or fund managers, are required to file a product disclosure statement for any financial product they offer.

How to fill out product disclosure statement for?

To fill out a product disclosure statement, include detailed information about the product, such as its features, risks, fees, and how it works, ensuring that it complies with regulatory requirements.

What is the purpose of product disclosure statement for?

The purpose of the product disclosure statement is to enhance transparency and assist consumers in making informed decisions by providing essential information about the financial product.

What information must be reported on product disclosure statement for?

The information that must be reported includes product features, fees, potential risks, benefits, and other relevant details that help consumers understand the product.