Section 1013I — Corporations Act 2001: Extra requirements if Product Disclosure Statement relates to managed investment products that are ED securities

(1) This section applies to a Product Disclosure Statement that relates to managed investment products that are ED securities. (2) The Product Disclosure Statement must include a statement that: (a) as a disclosing entity, the scheme is subject to regular reporting and disclosure obligations; and (b) copies of documents lodged with ASIC in relation to the scheme may be obtained from, or inspected at, an ASIC office. (3) The Product Disclosure Statement must either: (a) inform people of their right to obtain a copy of the following documents: (i) the annual financial report most recently lodged with ASIC by the scheme; (ia) if the scheme has lodged with ASIC a sustainability report—the most recently lodged sustainability report; (ii) any half-year financial report lodged with ASIC by the scheme after the lodgment of that annual financial report and before the date of the Product Disclosure Statement; (iii) any continuous disclosure notices given by the scheme after the lodgment of that annual report and before the date of the Product Disclosure Statement; or (b) include, or be accompanied by, a copy of the relevant document or documents. (4) If: (a) the Product Disclosure Statement informs people of their right to obtain a copy of a document referred to in subsection (3); and (b) a person asks the issuer (in the case of an issue Statement) or the seller (in the case of a sale Statement) for a copy of the document; the issuer or seller must give (see subsection (5)) the person a copy of the document free of charge as soon as practicable, and in any event within 5 days, after receiving the person’s request. Note: Failure to comply with this subsection is an offence (see subsection 1311(1)). (5) In subsection (4), give means give in a way that would satisfy the requirements of section 1015C if the copy of the document were a Statement to which that section applied.