Document ID: chunk:federal_register_of_legislation:F2024C01249:clause:10f_7:p2
Version: federal_register_of_legislation:F2024C01249
Segment Type: clause
Provision Reference: sch 10F cl 7 (pt 2/2)
Character Range: 2355322–2357123

following information for the investment option under which the CCIV has the most funds invested (whether or not section 5 gives that information for any other investment option):
 (a) the name of the option and a short description of it, including the type of investors for whom it is intended to be suitable;
 (b) a list of the asset classes in which the option invests, setting out the strategic asset allocation of the asset classes in the form of a range or otherwise;
 (c) a description of the investment return objective of the option;
 (d) the minimum suggested time frame for holding the investment;
 (e) a description, in the form of a summary, of the risk level of the option.

Additional information
 (6) Section 5:
 (a) must make provision for each investment option that is not presented in section 5 in accordance with subclause (3), (4) or (5); and
 (b) may make provision for the option by applying, adopting or incorporating a matter in a document that:
 (i) includes the information mentioned in subclause (3), (4) or (5); and
 (ii) presents it in the way mentioned in the subclause.
 (7) The CCIV:
 (a) must provide information about how a member of the sub‑fund of the CCIV may switch the member's investments; and
 (b) must provide information about:
 (i) whether the CCIV's investment options may be changed; and
 (ii) if so, how the options may be changed; and
 (c) must describe, in the form of a summary, the extent to which labour standards or environmental, social or ethical considerations are taken into account in the selection, retention or realisation of investments relating to the CCIV; and
 (d) may provide the information in paragraphs (a) to (c), and any additional information about investment options, by applying, adopting or incorporating a matter in writing.