Get the free Managed Account Product Disclosure Statement

This Product Disclosure Statement (PDS) provides general information regarding the Netwealth Managed Account Service, which includes details about the investment options, associated risks, benefits, and how the managed account operates. It outlines the structure of the Managed Account, investment management strategies, and how investors can manage their investments through the Netwealth platform.

How to fill out managed account product disclosure

How to fill out managed account product disclosure

1. Begin by obtaining the managed account product disclosure document from your financial advisor or the account manager.
2. Read the introduction section to understand the purpose and importance of the disclosure.
3. Fill in your personal information accurately, including name, contact details, and account number.
4. Review the investment strategy section and indicate your investment goals and risk tolerance.
5. Answer any questions related to your financial situation and investment experience.
6. Carefully read and acknowledge the fees and charges section, making sure you understand all costs involved.
7. Sign and date the document to confirm your consent and understanding of the managed account product.

Who needs managed account product disclosure?

1. Investors seeking to better understand the risks, fees, and strategies associated with managed accounts.
2. Clients who are considering or already using managed account services and require clarity on product offerings.
3. Regulatory bodies that require disclosures to ensure compliance with financial regulations.

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What is managed account product disclosure?

Managed account product disclosure is a document that provides detailed information about the characteristics, risks, fees, and other essential aspects of a managed account product, ensuring that investors have the necessary information to make informed decisions.

Who is required to file managed account product disclosure?

Investment advisers and firms that offer managed account products to clients are required to file managed account product disclosures, ensuring compliance with regulatory standards.

How to fill out managed account product disclosure?

To fill out managed account product disclosure, one must gather relevant information about the managed account, including investment strategies, fee structures, performance metrics, and risk factors, and complete the required sections of the disclosure form according to regulations.

What is the purpose of managed account product disclosure?

The purpose of managed account product disclosure is to provide transparency to investors by clearly outlining the features and risks associated with the managed account, helping them to understand what they are investing in.

What information must be reported on managed account product disclosure?

Managed account product disclosure must report information such as investment objectives, strategies employed, historical performance data, fees and expenses, risks involved, and any conflicts of interest.