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Version status: In force | Document consolidation status: Updated to reflect all known changes
Version date: 25 November 2021 - onwards
Version 3 of 3

Regulation 10 Disclosure of Information in relation to schemes constitution of the scheme.

(1) Subject to sub-article (4), the trustees of a scheme shall make available in the manner specified in sub-articles (1B), (2), (3), (3A) and (3B) below, to the relevant persons the following-

(a) the contents of the trust deed where the scheme is constituted by such a deed,

(b) the contents of any document constituting the scheme where the scheme is not constituted by a trust deed,

(c) the contents of the rules of the scheme,

(d) the contents of any document which amends or supplements or wholly or partly supersedes a document the contents of which fall to be furnished under paragraphs (a), (b) and (c), and

(e) the name and address of the employer of any member employed in relevant employment.

(1A) In the case of a scheme to which the Regulations of 2021 apply, the trustees of the scheme shall notify members and beneficiaries, or a representative, of any relevant information in respect of changes to the scheme rules, not later than 4 weeks from the date of any such change, and shall, with that notification, provide -

(a) the contents of any document which amends or supplements or wholly or partly supersedes the documents referred to in sub-article (1)(a) to (c), and