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This Product Disclosure Statement provides crucial information regarding the Octagon Investment Funds, aimed to assist potential investors in making informed investment decisions. The document details various investment options, risks, fees, and management involved with the funds managed by Octagon Asset Management Limited and issued by Forsyth Barr Investment Management Limited.

How to fill out product disclosure statement

How to fill out product disclosure statement

1. Gather all necessary information about the product, including its features, costs, and risks.
2. Review regulatory guidelines for product disclosure statements specific to your industry.
3. Begin with a clear and concise introduction that outlines the purpose of the disclosure statement.
4. List all the key features of the product, making sure to highlight benefits and potential limitations.
5. Include all associated costs, such as fees and charges, in an easy-to-understand format.
6. Clearly outline any risks involved with the product to ensure transparency.
7. Provide examples, if applicable, to illustrate how the product works in real-life scenarios.
8. Ensure the statement is written in plain language to be easily understood by the target audience.
9. Review the draft for completeness and accuracy, making necessary revisions.
10. Finalize the document and ensure it is available to all potential customers before they make a purchase.

Who needs product disclosure statement?

1. Individuals considering purchasing a financial product or investment.
2. Businesses offering financial products to customers.
3. Regulatory bodies that oversee fair trading practices in the industry.
4. Financial advisors who help clients make informed decisions.
5. Consumers seeking to understand their rights and obligations when engaging with financial products.

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What is product disclosure statement?

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

Who is required to file product disclosure statement?

Financial product issuers and distributors are typically required to file a Product Disclosure Statement to comply with regulatory obligations and ensure transparency for consumers.

How to fill out product disclosure statement?

To fill out a Product Disclosure Statement, gather relevant product information, ensure compliance with regulatory guidelines, clearly outline the product's terms, costs, benefits, and risks, and format the document in a user-friendly manner.

What is the purpose of product disclosure statement?

The purpose of a Product Disclosure Statement is to provide consumers with comprehensive, clear, and concise information about a financial product, enabling them to make informed choices and understand the implications of their purchases.

What information must be reported on product disclosure statement?

The Product Disclosure Statement must report details such as the product's features, fees, risks, benefits, and any other relevant information that may affect a consumer's decision to invest or purchase the product.