Document ID: chunk:federal_register_of_legislation:C2025C00185:section:671b:p2
Version: federal_register_of_legislation:C2025C00185
Segment Type: section
Provision Reference: s 671B (pt 2/3)
Character Range: 2672226–2674953

associate who has a relevant interest in voting shares in the company, interests in the scheme or interests in the fund, together with details of:
 (i) the nature of their association with the associate; and
 (ii) the relevant interest of the associate; and
 (iii) any relevant agreement through which the associate has the relevant interest; and
 (e) if the information is being given because of a movement in their holding—the size and date of that movement; and
 (f) if the information is being given because a person has ceased to be an associate—the name of the person; and
 (g) any other particulars that are prescribed.
Note: Subsection (7) expands the normal concept of relevant interest to take account of market traded options and conditional agreements.

Information to be in prescribed form and accompanied by certain documents
 (4) The information must be given in the prescribed form and must be accompanied by:
 (a) a copy of any document setting out the terms of any relevant agreement that:
 (i) contributed to the situation giving rise to the person needing to provide the information; and
 (ii) is in writing and readily available to the person; and
 (b) a statement by the person giving full and accurate details of any contract, scheme or arrangement that:
 (i) contributed to the situation giving rise to the person needing to provide the information; and
 (ii) is not both in writing and readily available to the person.
If the person is required to give a copy of a contract, scheme or arrangement, the copy must be endorsed with a statement that the copy is a true copy.
 (5) The information does not need to be accompanied by the documents referred to in subsection (4) if the transaction that gives rise to the person needing to provide the information takes place on a declared financial market.

Deadline for giving information
 (6) The person must give the information:
 (a) within 2 business days after they become aware of the information; or
 (b) by 9.30 am on the next trading day of the relevant financial market after they become aware of the information if:
 (i) a takeover bid is made for voting shares in the company or voting interests in the scheme; and
 (ii) the person becomes aware of the information during the bid period.

Relevant interests not excluded
 (7) For the purposes of this section, a person has a relevant interest in securities if the person would have a relevant interest in the securities but for the enactment of the following:
 (a) subsection 609(6) (market traded options and derivatives);
 (b) subsection 609(7) (conditional agreements);
 (c) subsection 609(9B) (securities escrowed under listing rules);
 (d) section 609B (securities subject to escrow agreement