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Rest Pension Product Disclosure Statement and forms 30 September 2023Inside this PDS 01Why join Rest Pension402How Rest Pension works803Your Rest Pension options1104Understanding risk1505How we invest
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How to fill out product disclosure statements
How to fill out product disclosure statements
01
Read the product disclosure statement (PDS) carefully to understand the terms and conditions of the product.
02
Fill out your personal details accurately and completely in the designated sections of the PDS.
03
Answer all the questions honestly and provide any required supporting documents.
04
Review the filled-out PDS to ensure all information is correct and make any necessary corrections before submitting.
05
Sign and date the PDS to acknowledge that you have read and understood the terms.
Who needs product disclosure statements?
01
Individuals looking to invest in financial products such as mutual funds, insurance policies, or retirement accounts.
02
Companies offering financial products to customers who need to provide transparent information about the products being offered.
03
Regulatory bodies requiring financial institutions to disclose relevant information to protect consumers' interests.
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What is product disclosure statements?
Product disclosure statements (PDS) are documents that provide essential information about a financial product to help consumers make informed decisions.
Who is required to file product disclosure statements?
Businesses offering certain financial products, such as superannuation funds, managed investment schemes, and life insurance, are required to file product disclosure statements.
How to fill out product disclosure statements?
To fill out product disclosure statements, businesses must gather necessary information about the product, including features, costs, and risks, and present it clearly in a prescribed format.
What is the purpose of product disclosure statements?
The purpose of product disclosure statements is to provide consumers with clear, concise, and relevant information about financial products to enable informed decision-making.
What information must be reported on product disclosure statements?
Product disclosure statements must report information such as product features, fees, risks, benefits, and the rights and obligations of the parties involved.
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