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Client Services contact details Phone 1300 759 050 Email investors@atriuminvest.com.auAdditional Investment Form This form relates to a Product Disclosure Statement dated 27 February 2024 (PDS) issued
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How to fill out product disclosure statement book
How to fill out product disclosure statement book
01
Gather all necessary product information, including features, benefits, risks, and costs.
02
Identify the relevant regulations and guidelines that apply to the product disclosure statement.
03
Organize the information into clear sections, such as an introduction, product details, and terms and conditions.
04
Use plain language to ensure that potential customers can easily understand the content.
05
Include any disclaimers or legal information as required by law.
06
Review the document for clarity and completeness before finalizing.
07
Ensure that the product disclosure statement is accessible to all potential customers, both in print and digital formats.
Who needs product disclosure statement book?
01
Businesses or institutions offering financial products to consumers.
02
Regulatory bodies that enforce compliance with disclosure requirements.
03
Consumers seeking to understand the products they are considering purchasing.
04
Financial advisors who need to provide clear information to clients.
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What is product disclosure statement book?
A product disclosure statement (PDS) book is a document that provides detailed information about a financial product, including its features, benefits, risks, and fees, designed to help consumers make informed decisions.
Who is required to file product disclosure statement book?
Entities that offer financial products, such as financial institutions and investment firms, are required to file a product disclosure statement book.
How to fill out product disclosure statement book?
To fill out a product disclosure statement book, gather required product information, accurately describe features, benefits, and risks, disclose fees, and follow any relevant regulatory guidelines.
What is the purpose of product disclosure statement book?
The purpose of a product disclosure statement book is to ensure transparency and provide consumers with essential information to make knowledgeable choices regarding financial products.
What information must be reported on product disclosure statement book?
The PDS book must report information including product features, benefits, risks, fees, charges, and relevant terms and conditions.
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