Document ID: chunk:federal_register_of_legislation:F2024C01249:clause:10ba_1017i
Version: federal_register_of_legislation:F2024C01249
Segment Type: clause
Provision Reference: sch 10BA cl 1017I
Character Range: 2278787–2280747

1017I  Contents of a Short‑Form PDS

Contents
 (1) The Short‑Form PDS for a financial product must contain the following:
 (a) a summary of the statements and information referred to in paragraphs 1013D(1)(a), (b), (c), (d), (e), (g) and (i) that were included in a Product Disclosure Statement for the product;
 (b) a statement:
 (i) notifying the retail client in relation to the product that the client may ask for the Product Disclosure Statement for the product; and
 (ii) setting out the means by which the client may ask for the Product Disclosure Statement.

Extra contents for certain products
 (2) If the Short‑Form PDS is for a superannuation product, managed investment product or a security in a retail CCIV the Short‑Form PDS must also set out in full the information in:
 (a) any regulations made for the purposes of paragraph 1013D(4)(c) relating to the details of fees and costs; and
 (b) any regulations made for the purposes of paragraph 1015C(5)(b) that relate to the presentation, structure and format of information required by paragraphs 1013D(1)(d) and (e).

Other information may be included in Short‑Form PDS
 (3) The Short‑Form PDS may also:
 (a) include other information; and
 (b) refer to other information that is set out in the Product Disclosure Statement or Financial Services Guide for the product.

Reference to identify incorporated information
 (4) If under paragraph (3)(b) information is referred to in the Short‑Form PDS, the reference must identify the document or the part of the document that contains the information.

Incorporated document forms part of Short‑Form PDS
 (5) The document or part referred to in subsection (4) is taken to be included in the Short‑Form PDS.

Rule as to statements in a Short‑Form PDS
 (6) If a Product Disclosure Statement for a financial product may include a statement made by a person (see section 1013K), the statement may also be included in the Short‑Form PDS for the product.