Marketing Material Guidelines and Compliance FAQ

Question Answer Case 1 Case 2 Recent reference date Calendar year basis Case 3 Financial year basis Year ended Year ended 31-Jul Returns Year Returns 30-Sep* Returns 2004 XX% 2003 XX% 2003 XX% 2005 XX% 2004 XX% 2004 XX% 2006 XX% 2005 XX% 2005 XX% 2007 XX% 2006 XX% 2006 XX% 2008 XX% 2007 XX% 2007 XX% Year-to-date XX% up to no 1-Oct-07 to no earlier than 31-May-08^ XX% 17. How should the minimum performance information be shown for a scheme with only 3-year track record? * earlier than 31-May-08^ assuming 30-Sep is the financial year end of the scheme ^ 31-May-08 for print media advertisements, broadcasts or interactive systems and 28-Feb-08 for other advertisements Assuming a scheme, launched on 1 July 2005, prepares its performance information on a calendar year basis, an advertisement issued in August 2008 should disclose the performance for each of the following periods: Since launch to 31 December 2005 Year ended 31 December 2006 Year ended 31 December 2007 Year-to-date up to no earlier than 31 May 2008 for print media advertisements, broadcasts or interactive systems (or 28 February 2008 for other advertisements) 7

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