CP 207 Charitable investment fundraisers

Released 20 May 2013. Comments closed 15 July 2013.

This consultation paper seeks feedback on the following two options for amending exemptions currently available to charitable investment fundraisers under Regulatory Guide 87 Charities (RG 87):

  • a proposal to remove all existing exemptions for new investment fundraising, except exemptions from the Australian financial services (AFS) licensing requirements of the Corporations Act 2001 (Corporations Act) for fundraisers that only raise investment funds from associated entities (Option 1); and
  • a proposal to retain existing exemptions (with some modification) for new investment fundraising but on the basis that they are only available if existing conditions and a number of new conditions are satisfied (Option 2).

This paper seeks feedback from charities, holders of investments offered by charities and other interested stakeholders on our proposals.

Download CP 207 (PDF 438 KB) | Read the media release | View the submissions | Read the report on the submissions  | Download RG 87

Last updated: 20/05/2013 12:00