Document ID: chunk:federal_register_of_legislation:F2023C00116:body:0:p10
Version: federal_register_of_legislation:F2023C00116
Segment Type: other
Provision Reference: 
Character Range: 22920–26032

offer document, in a box and in a minimum font size of 14 points—prominent statements to the following effect:

              (i) the eligible products offered under this document may or may not have any value that is capable of being realised by the eligible participant;

              (ii) whether the eligible products have any value that is capable of being realised by the eligible participant will depend on future events which may or may not occur;

           (b) prominent statements to the effect that:

              (i) any advice given by the body in relation to eligible products offered under the employee incentive scheme does not take into account an eligible participant's objectives, financial situation and needs; and

              (ii) eligible participants should consider obtaining their own financial product advice from a person who is licensed by ASIC to give such advice; and

              (iii) eligible participants may, at any time during their participation in the employee incentive scheme, make a request to be given, without charge, a copy of the most recent annual report;

           (c) if the annual report required to accompany the offer document is a special purpose financial report—prominent statements to the effect that:

              (i) the financial report that accompanies this offer document is a special purpose financial report that has been prepared to inform members of the body of the body's financial position and performance;

              (ii) if applicable—the special purpose financial report has not been audited; and

              (iii) eligible participants participating in the employee incentive scheme should not solely rely on the special purpose financial report;

           (d) either:

              (i) a copy of the terms of the employee incentive scheme; or

              (ii) a summary of the terms of the scheme together with a statement that, on request and at no charge and within a reasonable time, the body will provide the eligible participant with a copy of the terms of the scheme;

           (e) general information about the risks of acquiring and holding an eligible product being offered under the employee incentive scheme;

           (f) if:

              (i) a trustee will hold underlying eligible products for specified eligible participants on an allocated basis in connection with the employee incentive scheme; and

              (ii) those eligible participants will have the right to:

                  (A) exercise, or direct the trustee to exercise on their behalf, any rights (including voting rights) attaching to the underlying eligible products; or

                  (B) receive income deriving from the underlying eligible products, including dividends or distributions;

       either:

              (iii) a copy of the trust deed; or

              (iv) a summary of the terms of the trust deed together with a statement that, on request and at no charge and within a reasonable time, the body will provide an eligible participant with a copy of the trust deed;

           (g) an explanation