Our Product Disclosure Statements (PDS) explain what your client needs to know about the benefits, features, options, risks and costs associated with a NEOS Protection plan. If your client has purchased, or plans to purchase, life insurance using the NEOS Super Plan, it’s important that they read the NEOS Super Plan PDS as well.
To determine the PDS applicable to your client’s plan, simply check the commencement date listed on their plan schedule and choose the PDS which was current at that time.
And don’t forget, if you’re a registered adviser with NEOS, you can also order hard copies of our current PDS’s. Just click on the ‘Order online’ button and follow the instructions on the screen. Your requested documents will be at your doorstep shortly!
This is our current NEOS Protection Product Disclosure Statement. It applies to all NEOS Protection plans that have, or will have, an application date on or after 1 April 2020.
This is our current NEOS Super Plan Product Disclosure Statement. It applies to all plans that have, or will have, an application date after 4 November 2019.
This is our current NEOS Super Plan Product Disclosure Statement. It applies to all plans that have, or will have, an application date between 27 September 2018 and 4 November 2019.
This is our current NEOS Protection Product Disclosure Statement. It applies to all NEOS Protection plans that have, or will have, an application date between 1 July 2019 and 31 March 2020.
This Product Disclosure Statement applies to NEOS Protection plans that have an application date between 12 November 2018 and 30 June 2019.
This Product Disclosure Statement applies to NEOS Protection plans that have an application date between 15 June 2018 and 11 November 2018.