Updated Regulatory Guide 168 Disclosure: Product Disclosure Statements

Page 1

CLIENT UPDATE 7 September 2010

Updated Regulatory Guide 168 Disclosure: Product Disclosure Statements (and other Disclosure Obligations) (RG 168) Yesterday (6 September 2010), ASIC re-released RG 168 which updates and consolidates ASIC guidance in relation to PDSs and other disclosure obligations. The updated RG 168 is expected to assist product issuers, including superannuation fund trustees and insurers, to make more effective disclosure in their PDSs and other disclosure documents. RG 168 also includes the recent reforms to the Corporations Act and Regulations relating to shorter, simpler PDSs. However, it does not cover the tailored PDS regimes for superannuation and simple managed investment products introduced by the Corporations Amendment Regulations 2010 (No 5) (Cth). Those regimes will commence on 22 June 2011 for new products, as well as for existing products where a supplementary PDS would be required and on 22 June 2012 for all other PDSs. In this regard, ASIC has said that further amendments may be made to RG 168 in due course that provide guidance about the tailored PDS regimes.

Paul Cleary has considerable expertise in the provision of specialist ďŹ nancial services and would be pleased to offer strategic superannuation legal advice.

For more information, please contact: Paul Cleary Partner T: 02 8257 5760 M: 0407 052 170 paul.cleary@turkslegal.com.au

Sydney | Level 29, Angel Place, 123 Pitt Street, Sydney, NSW 2000 | T: 02 8257 5700 | F: 02 9239 0922 Melbourne | Level 10 (North Tower) 459 Collins Street , Melbourne, VIC 3000 | T: 03 8600 5000 | F: 03 8600 5099 Insurance & Financial Services | Commercial Disputes & Insolvency | Workers Compensation | Business & Property

TURKSLEGAL

www.turkslegal.com.au

CLIEN T U P D A T E


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.