Document ID: chunk:federal_register_of_legislation:F2024C01249:reg:1:p1
Version: federal_register_of_legislation:F2024C01249
Segment Type: reg
Provision Reference: reg 1 (pt 1/5)
Character Range: 1236878–1239625

1     The information in this document forms part of the Product Disclosure Statement [identification by name, date and version (if applicable) of each Statement]

 (6) For the avoidance of doubt:
 (a) the giving of a Product Disclosure Statement to which this Subdivision applies is taken to be the giving of every matter that is applied, adopted or incorporated in accordance with subregulations (1) to (5); and
 (b) if a document mentioned in subparagraph (3)(a)(iii) refers to more than one PDS, the document:
 (i) must include a statement to the effect that the information in the document forms part of the Product Disclosure Statement offered by the responsible entity; but
 (ii) is not required to name each Product Disclosure Statement of which it forms part.
 (7) If the Product Disclosure Statement applies, adopts or incorporates a matter, the information dealing with the matter is taken to have been given to a person on the day on which the person signs the application form accompanying the Statement.

7.9.11F  Retention of copies of Product Disclosure Statement for standard margin lending facility
 (1) The responsible person for a Product Disclosure Statement for a standard margin lending facility must retain a copy of each version of the Statement that the responsible person issues for a period of 7 years starting on the day on which the version is prepared.
 (2) The responsible person for the Product Disclosure Statement must retain a copy of the document from which a matter is applied, adopted or incorporated by the Statement as mentioned in paragraph 7.9.11E(3)(c) for a period of 7 years commencing on the day on which the Statement is prepared.
 (3) If a document from which a matter is adopted, applied or incorporated by the Product Disclosure Statement as mentioned in paragraph 7.9.11E(3)(c) is changed in a way that changes the description of, or reference to, the matter, the responsible person for the Statement must retain a copy of the document for a period of 7 years commencing on the day on which the document is changed.

7.9.11G  Requirement to provide copy of Product Disclosure Statement for standard margin lending facility free of charge
 (1) For paragraph 1015C(5)(a) of the Act, this regulation specifies requirements as to the manner in which a Product Disclosure Statement for a standard margin lending facility must be given to a person if the person requests a copy of the Statement.
 (2) The responsible person for the Product Disclosure Statement must give the person, free of charge:
 (a) a copy of the Statement within 8 business days; and
 (b) a copy of a matter in writing that is applied, adopted or incorporated by the Statement within 8 business days.

7.9.11H  Notification about