Draft or review a product-disclosure document or financial-services guide
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Draft a product-disclosure document or financial-services guide from the product terms, or compare an existing one to the lawyer's heading checklist.
- What the lawyer must review
- Check fee tables and risk statements against the current prescribed calculations
- Do not treat a generated cost figure as a disclosure
- Written for / version
- Cth
Open a jurisdiction version of this task to see which instruments apply.
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording and identifying points for review. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.