Get the free Betashares Product Disclosure Statement

This Product Disclosure Statement (PDS) outlines the offer for Betashares Wealth Builder Australia 200 Geared (30-40% LVR) Complex ETF, along with other related funds. It includes details on the investment objectives, risks, fees, and application and redemption processes associated with these ETFs. The document is aimed at potential investors seeking geared exposure to the returns of the Australian share market, emphasizing high volatility and potential losses.

How to fill out betashares product disclosure statement

How to fill out betashares product disclosure statement

1. Obtain a copy of the Betashares Product Disclosure Statement (PDS) from the official Betashares website or your financial advisor.
2. Read the introductory section to understand the purpose of the PDS and the financial product being offered.
3. Review the investment objectives to determine if the product aligns with your financial goals.
4. Examine the risks associated with the product, including market risk, credit risk, and currency risk.
5. Check the fees and costs section to understand any charges that may apply to your investment.
6. Look for information on how the investment works, including any strategies or benchmarks used.
7. Ensure you understand the tax implications of the investment according to your personal financial situation.
8. Confirm that you meet any eligibility requirements outlined in the PDS.
9. If you're satisfied after reviewing all sections, consult with a financial advisor if necessary before making a decision.

Who needs betashares product disclosure statement?

1. Investors considering purchasing Betashares products need to read the PDS to understand the product's features, risks, and costs.
2. Financial advisors may need the PDS to provide informed recommendations to their clients regarding Betashares products.
3. Compliance officers or investment analysts may require the PDS to ensure that investment strategies align with regulatory standards.
4. Individuals looking to diversify their investment portfolio with Betashares ETFs or managed funds also need to review the PDS.

For pdfFiller’s FAQs

How do I edit betashares product disclosure statement online?

pdfFiller not only allows you to edit the content of your files but fully rearrange them by changing the number and sequence of pages. Upload your betashares product disclosure statement to the editor and make any required adjustments in a couple of clicks. The editor enables you to blackout, type, and erase text in PDFs, add images, sticky notes and text boxes, and much more.

How can I fill out betashares product disclosure statement on an iOS device?

Install the pdfFiller iOS app. Log in or create an account to access the solution's editing features. Open your betashares product disclosure statement by uploading it from your device or online storage. After filling in all relevant fields and eSigning if required, you may save or distribute the document.

How do I edit betashares product disclosure statement on an Android device?

You can edit, sign, and distribute betashares product disclosure statement on your mobile device from anywhere using the pdfFiller mobile app for Android; all you need is an internet connection. Download the app and begin streamlining your document workflow from anywhere.

What is betashares product disclosure statement?

The Betashares Product Disclosure Statement (PDS) is a legal document that provides essential information about a financial product, including its features, benefits, risks, and costs, to help investors make informed decisions.

Who is required to file betashares product disclosure statement?

Companies and financial institutions that manage or offer financial products under Betashares are required to file a Product Disclosure Statement.

How to fill out betashares product disclosure statement?

To fill out a Betashares PDS, you need to provide detailed information about the financial product, including its investment strategy, risks, fees, and your personal details, ensuring that all sections are completed accurately.

What is the purpose of betashares product disclosure statement?

The purpose of the Betashares Product Disclosure Statement is to provide potential investors with clear and comprehensive information about a financial product, enabling them to assess its suitability relative to their investment objectives.

What information must be reported on betashares product disclosure statement?

A Betashares Product Disclosure Statement must report information such as the product's objectives, investment strategy, risks involved, fees and costs, performance history, and any relevant legal and regulatory disclosures.