Document ID: chunk:federal_register_of_legislation:C2025C00185:section:1017d:p2
Version: federal_register_of_legislation:C2025C00185
Segment Type: section
Provision Reference: s 1017D (pt 2/2)
Character Range: 4412255–4413434

person during the reporting period;
 (e) return on investment during the reporting period (on an individual basis if reasonably practicable to do so and otherwise on a fund basis);
 (f) details of any change in circumstances affecting the investment that has not been notified since the previous periodic statement;
 (g) details prescribed by regulations made for the purposes of this paragraph.
 (5A) Unless in accordance with the regulations:
 (a) for information to be disclosed in accordance with paragraphs (5)(a), (b), (c), (d) and (e), any amounts are to be stated in dollars; and
 (b) for any other information in relation to amounts paid by the holder of the financial product during the period, any amounts are to be stated in dollars.
 (6) The periodic statement must be given in one of the following ways:
 (a) in writing; or
 (b) electronically; or
 (c) in a way specified in the regulations.
 (7) The periodic statement need not be given if the issuer has already given the holder all the information that would be included in the periodic statement if it were to be given.
Note: A defendant bears an evidential burden in relation to the matters in this subsection.