Document ID: chunk:federal_register_of_legislation:F2024C01249:reg:14:p7
Version: federal_register_of_legislation:F2024C01249
Segment Type: reg
Provision Reference: reg 14 (pt 7/7)
Character Range: 1234317–1236340

of the Act, as modified by Part 5A of Schedule 10A, this regulation prescribes requirements for applying, adopting or incorporating, in a Product Disclosure Statement for a standard margin lending facility, a matter contained in writing.
 (2) A Product Disclosure Statement may apply, adopt or incorporate a matter only if a provision of these Regulations requires or permits the matter to be applied, adopted or incorporated by the Statement.
 (3) If a Product Disclosure Statement applies, adopts or incorporates a matter:
 (a) the matter must be:
 (i) in writing; and
 (ii) clearly distinguishable from any other matters that are not applied, adopted or incorporated; and
 (iii) publicly available in a document other than the Statement; and
 (b) the responsible person for the Statement must identify the matter by:
 (i) including in the Statement a concise description of the matter; and
 (ii) ensuring that the reference to the matter is clearly distinguishable from the other contents of the Statement; and
 (c) the responsible person for the Statement must:
 (i) identify each version of the matter (by including the date on which the version was prepared) so that a person who, at a particular time, is considering a standard margin lending facility can identify the version that is relevant to the standard margin lending facility at that time; and
 (ii) state the date on which the version was prepared in a prominent position at or near the front of the version; and
 (d) the responsible person for the Statement must ensure that a person who is relying on the Statement is able to have access to:
 (i) the matter; or
 (ii) if there is more than 1 version of the matter—each version;
  reasonably easily and reasonably quickly.
 (4) The responsible person for the Product Disclosure Statement must also ensure that the Statement includes the statements in the following table relating to the matter, and sets them out in each place at which the matter has been applied, adopted or incorporated.

Item  Statement