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Suncorp WealthSmart
Clearing House
TM
Product Disclosure Statement
Issued 1 November 2010
About this Product Disclosure Statement (PDS)
Suncorp Portfolio Services Limited (PSL) (ABN 61 063 427
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How to fill out product disclosure statement
How to fill out a product disclosure statement:
01
Start by carefully reading through the product disclosure statement (PDS) provided by the company or organization. This document is designed to provide important information about the product or service being offered.
02
Pay attention to the sections and subsections within the PDS. These will outline specific details that need to be filled out. Common sections may include information on the product or service, fees and charges, benefits and risks, terms and conditions, and any additional documents required.
03
Gather all the necessary information and documents required to complete the PDS. This may include personal details, financial information, and any relevant supporting documents such as identification or proof of address.
04
Review each section carefully and provide accurate and truthful information. It is essential to provide complete and transparent details as required by the PDS. If you are unsure about any information, it is advisable to seek advice from a professional or contact the company or organization directly.
05
Fill in all the required fields accurately and legibly. Use clear and concise language to ensure that the information provided is easily understood. Take your time and double-check the details before submitting the completed PDS.
06
If there are any additional documents or forms required to be included with the PDS, make sure to attach them securely. This may include supporting documentation or supplementary forms that are specifically outlined in the PDS instructions.
07
Take note of any deadlines or submission requirements. Ensure that the completed PDS is submitted on time and in the specified manner. This may involve mailing the documents, submitting them electronically, or visiting a physical location.
Who needs a product disclosure statement:
01
Individuals or businesses who are considering purchasing or investing in a product or service should be provided with a product disclosure statement. This includes potential customers, clients, or investors.
02
Companies and organizations offering financial products, insurance, superannuation, investment opportunities, or any other similar services are required to provide a product disclosure statement to inform and educate their potential customers.
03
Regulators and authorities may also require companies and organizations to prepare and provide a product disclosure statement as part of their regulatory obligations. This ensures that customers and investors have access to sufficient information to make informed decisions.
Please note that the specific requirements and regulations regarding product disclosure statements may vary depending on the country and industry. It is always recommended to consult relevant laws and regulations and seek professional advice if needed.
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What is product disclosure statement?
A product disclosure statement is a document that provides information about a financial product to potential investors.
Who is required to file product disclosure statement?
Financial institutions and companies offering financial products are required to file a product disclosure statement.
How to fill out product disclosure statement?
To fill out a product disclosure statement, companies need to provide accurate and detailed information about the financial product being offered.
What is the purpose of product disclosure statement?
The purpose of a product disclosure statement is to inform potential investors about the key features, risks, and costs associated with a financial product.
What information must be reported on product disclosure statement?
Information such as fees, performance data, risks, and key features of the financial product must be reported on a product disclosure statement.
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