Get the free COMBINED PRODUCT DISCLOSURE STATEMENT AND FINANCIAL SERVICES GUIDE

MTA SUPER PENSIONS HANDBOOK COMBINED PRODUCT DISCLOSURE STATEMENT AND FINANCIAL SERVICES GUIDE DATE OF ISSUE: 30 NOVEMBER 2011 www.mtaasuper.com.au Contents 01 About MTA Super 5 02 Pensions and transition

How to fill out combined product disclosure statement

How to fill out a combined product disclosure statement:

1. Start by reviewing the instructions provided: Read the instructions carefully to understand the purpose and requirements of the combined product disclosure statement. This will give you a clear understanding of what information needs to be included and how it should be presented.
2. Gather all relevant information: Collect all the necessary information about the product or service being disclosed. This may include details about the company, product features, fees and charges, risks involved, and any other relevant information that needs to be disclosed. Make sure to gather accurate and up-to-date information from reliable sources.
3. Organize the information: It is important to present the information in a clear and concise manner. Use headings, subheadings, and bullet points to organize the information logically. Make sure to include all required sections and disclose any material information that could impact the consumer's decision-making process.
4. Use plain and understandable language: Avoid using complex jargon or technical terms that may confuse the reader. Use simple and easy-to-understand language that can be easily understood by the target audience. This will make the disclosure statement more accessible and user-friendly.
5. Review and revise: Once the disclosure statement is drafted, review it carefully to ensure accuracy and completeness. Check for any inconsistencies, errors, or missing information. Revise the document as necessary to address any issues and make it as comprehensive and informative as possible.

Who needs a combined product disclosure statement?

1. Financial Services Providers: Financial institutions and providers offering various products such as insurance policies, investment products, superannuation funds, or loan facilities may need to provide a combined product disclosure statement. This helps them inform consumers about the features, benefits, and risks associated with the product.
2. Consumers: Consumers who are considering purchasing or using a financial product or service benefit from a combined product disclosure statement. It provides them with essential information necessary for making an informed decision. By reviewing the disclosure statement, consumers can understand the terms and conditions, fees, risks, and any other relevant details about the product or service they are interested in.

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What is combined product disclosure statement?

The combined product disclosure statement is a document that combines all required disclosures for a particular product or service into a single document.

Who is required to file combined product disclosure statement?

Any entity or individual offering a product or service that requires disclosure to consumers is required to file a combined product disclosure statement.

How to fill out combined product disclosure statement?

The combined product disclosure statement can be filled out by providing all necessary information and disclosures related to the product or service in a clear and concise manner.

What is the purpose of combined product disclosure statement?

The purpose of the combined product disclosure statement is to ensure that consumers are informed about the important details of a product or service before making a decision to purchase or use it.

What information must be reported on combined product disclosure statement?

The combined product disclosure statement must include information such as terms and conditions, fees, risks, benefits, and any other relevant details that consumers need to know.