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This Product Disclosure Statement (PDS) provides significant information regarding Class A units in the Allan Gray Australia Equity Fund, outlining investment objectives, risks, fees, and the investment process.

How to fill out product disclosure statement

How to fill out product disclosure statement

1. Step 1: Gather all relevant information about the product.
2. Step 2: Identify the key features and risks associated with the product.
3. Step 3: Use clear and simple language to explain each feature and risk.
4. Step 4: Include any fees, charges, or commissions related to the product.
5. Step 5: Provide comparative information to explain how the product stands against alternatives.
6. Step 6: Ensure all information complies with legal requirements and regulatory standards.
7. Step 7: Review the document for clarity and completeness before finalizing.

Who needs product disclosure statement?

1. Investors evaluating financial products.
2. Consumers considering insurance policies.
3. Borrowers looking at loans or credit products.
4. Anyone seeking transparency from service providers.
5. Financial advisors preparing documentation for clients.

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What is product disclosure statement?

A product disclosure statement (PDS) is a document that provides information about a financial product, including its features, benefits, risks, and costs. It is designed to help consumers make informed decisions.

Who is required to file product disclosure statement?

Financial service providers and product issuers are typically required to file a product disclosure statement for any financial product they offer to ensure transparency and compliance with regulatory requirements.

How to fill out product disclosure statement?

To fill out a product disclosure statement, provide accurate information regarding the financial product, including details on fees, risks, benefits, and terms. Ensure adherence to the regulatory guidelines and include all mandatory disclosures.

What is the purpose of product disclosure statement?

The purpose of a product disclosure statement is to inform potential investors or consumers about the financial product, allowing them to understand the terms, risks, and costs involved, thereby enabling them to make better-informed choices.

What information must be reported on product disclosure statement?

A product disclosure statement must report information such as the product's key features, costs, risks, benefits, terms and conditions, an example of potential returns, and any other relevant information that a consumer needs to know before making a decision.