Corporations Regulations 2001
CHAPTER 7
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FINANCIAL SERVICES AND MARKETS
PART 7.9
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FINANCIAL PRODUCT DISCLOSURE AND OTHER PROVISIONS RELATING TO ISSUE AND SALE OF FINANCIAL PRODUCTS
Division 5
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Ongoing requirements for product disclosure after person becomes a member
Subdivision 5.7
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Fund information for retail clients for financial products that have an investment component: fund information for pooled superannuation trusts
REGULATION 7.9.41
7.9.41
SPECIFIC REQUIREMENTS IN ALL CASES
Fund information includes the following: (a) in respect of the pooled superannuation trust - a description of the investment strategy of the pooled superannuation trust trustee, having regard to:
View history note
Hide history note[ CCH Note: Pursuant to the Corporations Amendment Regulations 2001 (No 4) (SR 2001 No 319) effective 11 March 2002, Chapter 7 (Securities) comprising reg 7.1.01 - 7.15.01 and Chapter 8 (The futures industry) comprising reg 8.1.01 - 8.7.03 are replaced by a new Chapter 7 (Financial services and markets) comprising reg 7.1.01 - 7.12.01. As the subject matter of the new Chapter 7 relates to the new financial services reform regime, " inserted " has been used in the history notes for each provision, and all references to the former provisions have been removed.]
Fund information includes the following: (a) in respect of the pooled superannuation trust - a description of the investment strategy of the pooled superannuation trust trustee, having regard to:
(i) the requirements of paragraph 52(2)(f) of the SIS Act; and
(b) a statement to the effect that other information is available on request.
(ii) the investment objectives of the pooled superannuation trust;
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