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This supplementary product disclosure statement (SPDS) updates the information in the Product Disclosure Statement (PDS) dated 14 February 2022, and outlines key changes including management cost reductions for specific funds effective 1 November 2023. It includes details about fees, costs, investment strategies, and risks associated with various SPDR Global ETFs, addressing investor considerations and governance.
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How to fill out supplementary product disclosure statement
01
Gather all relevant product information, including features, benefits, and risks.
02
Review the primary Product Disclosure Statement (PDS) to ensure consistency.
03
Clearly outline any additional information that needs to be disclosed.
04
Write the supplementary information in clear, concise language.
05
Organize the information logically with headings and bullet points for readability.
06
Include a disclaimer that the supplementary statement should be read in conjunction with the primary PDS.
07
Ensure compliance with legal requirements and industry standards.
08
Have the document reviewed by a legal or compliance expert.
09
Make the document accessible to consumers, both in print and online.
Who needs supplementary product disclosure statement?
01
Investors who are considering investing in a financial product.
02
Consumers who wish to understand additional risks or benefits of a product.
03
Financial advisors who need to provide comprehensive information to clients.
04
Regulatory bodies that require clear disclosures for consumer protection.
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What is supplementary product disclosure statement?
A supplementary product disclosure statement (SPDS) is a document provided to investors or potential investors that contains additional information about a financial product, supplementing the original product disclosure statement to ensure that investors have the most up-to-date and relevant information.
Who is required to file supplementary product disclosure statement?
Entities that offer financial products, such as issuers or product providers, are required to file a supplementary product disclosure statement when there are material changes or significant new information that could affect an investor's decision.
How to fill out supplementary product disclosure statement?
To fill out a supplementary product disclosure statement, provide clear and concise information about the updates or changes to the product, ensuring compliance with regulatory requirements and including necessary disclosures to inform potential investors.
What is the purpose of supplementary product disclosure statement?
The purpose of the supplementary product disclosure statement is to provide investors with updated information about a financial product, ensuring transparency and aiding in informed investment decisions.
What information must be reported on supplementary product disclosure statement?
The supplementary product disclosure statement must report any material changes to the product, new risks, changes in fees or costs, and any other significant developments that could impact investors' decisions.
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