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This Product Disclosure Statement provides important information about several managed investment funds offered by Devon Funds Management Limited, including key features, investment strategies, risks,

How to fill out product disclosure statement

How to fill out product disclosure statement

1. Read the instructions carefully provided by the regulatory authority.
2. Gather all necessary information about the product, including features, risks, and costs.
3. Clearly outline the purpose of the product in the statement.
4. Detail the benefits and drawbacks of the product transparently.
5. Include any relevant legal disclaimers and compliance information.
6. Ensure that the language used is clear and understandable for the target audience.
7. Review the document for accuracy and completeness before submission.

Who needs product disclosure statement?

1. Consumers considering a financial product or service to make informed decisions.
2. Regulatory authorities to ensure compliance with legal standards.
3. Financial advisors who need to inform clients about product risks and benefits.
4. Companies offering financial products to provide transparency and build trust.

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What is product disclosure statement?

A product disclosure statement (PDS) is a document that provides consumers with essential information about a financial product, ensuring they understand its features, benefits, risks, and costs before making an investment.

Who is required to file product disclosure statement?

Issuers of certain financial products, such as managed investments, insurance, and superannuation products, are required to file a product disclosure statement to comply with regulatory guidelines.

How to fill out product disclosure statement?

To fill out a product disclosure statement, the issuer must include clear and concise information about the product, detailing key features, benefits, costs, risks, and other relevant factors in a standard format prescribed by regulatory authorities.

What is the purpose of product disclosure statement?

The purpose of the product disclosure statement is to provide transparency and assist consumers in making informed decisions by outlining the details and implications of investing in a particular financial product.

What information must be reported on product disclosure statement?

The product disclosure statement must report information such as the product's name, issuer details, risk factors, fees and charges, investment options, and any significant issues or features that could affect a consumer's decision.