RG 97

Disclosing fees and costs in PDSs and periodic statements

RG 97 provides guidance on how fees and costs should be disclosed in Product Disclosure Statements (PDSs) and periodic statements. The information in RG 97 is relevant for issuers of most superannuation products and managed investment products, and operators of notified foreign passport fund products issued to retail c

Issuing regulator

ASIC

Topics


Source: https://www.asic.gov.au/regulatory-resources/find-a-document/regulatory-guides/rg-97-disclosing-fees-and-costs-in-pdss-and-periodic-statements/. Rules Mate indexes + summarises; always verify against the regulator's live publication.