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1997 No. 116 RETIREMENT SAVINGS ACCOUNTS REGULATIONS - REG 2.14
Information to be given in all cases
2.14. An RSA provider must give to an RSA holder all of the following items of
information:
(a) the contact details of the RSA provider;
(b) a statement:
(i) that outlines the effect of the lower-risk/ lower-return nature
of the product on possible benefits in the long term; and
(ii) that there are other superannuation arrangements that may
provide a greater return over the long term; and
(iii) that the RSA holder may wish to seek information about the
rates of return of those superannuation arrangements;
(c) the amount of the withdrawal benefit at the start of the
reporting period;
(d) the amount of the withdrawal benefit at the end of the reporting
period;
(e) the amount (if any) of the withdrawal benefit at the end of the
reporting period that consists of preserved benefits within the
meaning of Subdivision 4.1.2;
(f) the amount (if any) of the withdrawal benefit at the end of the
reporting period that consists of restricted non-preserved benefits
within the meaning of Subdivision 4.1.3;
(g) the amount (if any) of the withdrawal benefit at the end of the
reporting period that consists of unrestricted non-preserved benefits
within the meaning of Subdivision 4.1.4;
(h) details (in summary form) of arrangements that the RSA provider has to
deal with inquiries or complaints;
(i) a statement that other information is available on request.
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