Get Primary Disclosure Statement (authorised Financial ... - Jbwere (...

This guide provides a comprehensive overview of how to fill out the Primary Disclosure Statement provided by your authorised financial adviser at JBWere. It is designed to assist users in navigating the form with clarity and confidence, ensuring that you have a full understanding of its components.

Follow the steps to complete your Primary Disclosure Statement online.

1. Click ‘Get Form’ button to obtain the Primary Disclosure Statement and open it in your preferred editor.
2. Begin by entering your name and contact details in the designated fields. Ensure that the information you provide is accurate and up-to-date, as it will be used for any correspondence.
3. Review the section outlining the financial advisor's qualifications and services. Confirm that the services provided align with your financial needs and objectives.
4. Fill in your understanding of the advisor's payment structure. Review the descriptions of fees, commissions, and any other benefits to ensure you have a full understanding of how the financial adviser will be compensated.
5. Acknowledge the obligations of the financial adviser outlined in the document. This section informs you of the ethical and legal standards your adviser is required to follow.
6. In the section regarding conflict of interest, ensure you understand the policies outlined for managing any potential conflicts that may arise during the advisory process.
7. Complete the declaration section with your signature, confirming that you have read and understood the disclosure statement. This step is important for establishing your awareness of the information presented.
8. Finally, review all the information entered for accuracy. Once you are satisfied, you can save changes, download, print, or share the completed form as needed.

Complete your Primary Disclosure Statement online today to ensure you are well-informed about your financial adviser and their services.