Rules Mate

RG 80

Managed investment schemes: Interests not for money

Issued 8 December 2016. This guide sets out our approach to the relief that we provide from the managed investment, Australian financial services (AFS) licensing, anti-hawking and product disclosure provisions of the Corporations Act 2001 to certain managed investment schemes that:.

In plain English

This guide explains when managed investment schemes can avoid AFS licensing and other regulations.

RG 80 was issued on 8 December 2016. It outlines ASIC’s approach to providing relief from certain regulations. This applies to managed investment schemes offering interests that are not for money. These schemes may be exempt from AFS licensing, anti-hawking, and product disclosure requirements. It is relevant to those establishing or operating these types of schemes.

Why it matters

If your scheme offers interests not for money, this guide clarifies whether you need an AFS licence. Understanding this can save significant time and resources, and ensure compliance.

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Issuing regulator

ASIC

Topics


Source: https://www.asic.gov.au/regulatory-resources/find-a-document/regulatory-guides/rg-80-managed-investment-schemes-interests-not-for-money/. Rules Mate indexes + summarises; always verify against the regulator's live publication.