Document ID: chunk:federal_register_of_legislation:F2024C01249:reg:4:p46
Version: federal_register_of_legislation:F2024C01249
Segment Type: reg
Provision Reference: reg 4 (pt 46/60)
Character Range: 939058–941867

(b) otherwise—within a reasonable time after the client is given the Financial Services Guide and before any financial service identified in the Guide is provided to the client.
 (3) For subregulation (1), the particulars must, to the extent relevant, include a statement of the range of amounts or rates of remuneration (including commission) or other benefits.
Examples:
1 Remuneration is paid within the range of $X to $Y.
2 Commission is paid at rates between X% and Y%.
 (4) The particulars mentioned in subregulation (3) must be presented in a manner that is easy for the client to understand.

7.7.08  Record of advice given by authorised representative of financial services licensee
  For subparagraph 942C(2)(h)(iii) of the Act, the period within which a client may request a record of the advice to which that subparagraph relates is 7 years after the day on which the advice is provided.

Division 2A—Combined Financial Services Guide and Product Disclosure Statement

7.7.08A  Combined Financial Services Guide and Product Disclosure Statement
 (1) For subsection 942DA(1) of the Act, this regulation specifies the circumstances in which a Financial Services Guide and a Product Disclosure Statement may be combined in a single document.
 (1B) This regulation does not apply if the Product Disclosure Statement is for a standard margin lending facility.
 (1C) This regulation does not apply if the Product Disclosure Statement is for a superannuation product to which Subdivision 4.2B of Division 4 of Part 7.9 applies.
 (1D) This regulation does not apply if the Product Disclosure Statement is for:
 (a) a simple managed investment scheme to which Subdivision 4.2C of Division 4 of Part 7.9 applies; or
 (b) a simple sub‑fund product to which Subdivision 4.2D of Division 4 of Part 7.9 applies.
 (2) A combined Financial Services Guide and Product Disclosure Statement may be issued as a single document if:
 (a) the providing entity for the financial service and the product issuer for a product issued in relation to that financial service are the same person; and
 (b) the document is divided into 2 separate parts:
 (i) a part identifiable as a Financial Services Guide that satisfies the requirements under the Act for a Financial Services Guide; and
 (ii) a part identifiable as a Product Disclosure Statement that satisfies the requirements for a Product Disclosure Statement; and
 (c) the title 'Combined Financial Services Guide and Product Disclosure Statement' is marked on or near the front of the document; and
 (d) the document is provided to a client at the earlier of the time at which a Financial Services Guide must be provided and the time at which a Product Disclosure Statement must be provided.
 (3) A combined Financial Services Guide and Product Disclosure Statement may