Singapore legislation

Section 305A

of Securities and Futures Act 2001

Section 305A

First sale of units acquired pursuant to section 305

Amended by2/20092/20092/20094/20174/2017

(1)

Despite sections 302B, 302C, 303(1) and 305B but subject to subsection (5), where units in a collective investment scheme acquired pursuant to an offer made in reliance on an exemption under section 305 are first sold to any person other than —

(a)

an institutional investor;

(b)

a relevant person as defined in section 305(5); or

(c)

any person pursuant to an offer referred to in section 305(2),then Subdivisions (2) and (3) of this Division apply to the offer resulting in that sale.

Amended by2/2009

(2)

Subject to subsection (5), securities of a corporation (other than a corporation that is an accredited investor) —

(a)

the sole business of which is to hold investments; and

(b)

the entire share capital of which is owned by one or more individuals each of whom is an accredited investor,must not be transferred within 6 months after the corporation has acquired any units in a collective investment scheme pursuant to an offer made in reliance on an exemption under section 305, unless —

(c)

that transfer —

(i)

is made only to institutional investors or relevant persons as defined in section 305(5); or

(ii)

arises from an offer referred to in section 275(1A);

(d)

no consideration is or will be given for the transfer; or

(e)

the transfer is by operation of law.

Amended by2/2009

(3)

Subject to subsection (5), where —

(a)

the sole purpose of a trust (other than a trust the trustee of which is an accredited investor) is to hold investments; and

(b)

each beneficiary of the trust is an individual who is an accredited investor,the beneficiaries’ rights and interest (howsoever described) in the trust must not be transferred within 6 months after units in a collective investment scheme are acquired for the trust pursuant to an offer made in reliance on an exemption under section 305, unless —

(c)

that transfer —

(i)

is made only to institutional investors or relevant persons as defined in section 305(5); or

(ii)

arises from an offer that is made on terms that such rights or interest are acquired at a consideration of not less than $200,000 (or its equivalent in a foreign currency) for each transaction, whether such amount is to be paid for in cash or by exchange of units in a collective investment scheme, securities, securities‑based derivatives contracts or other assets;

(d)

no consideration is or will be given for the transfer; or

(e)

the transfer is by operation of law.

Amended by2/20094/2017

(4)

To avoid doubt, the reference to beneficiaries in subsection (3) includes a reference to unitholders of a business trust and participants of a collective investment scheme.

(5)

Subsections (1), (2) and (3) do not apply where the units in a collective investment scheme acquired are of the same class as other units in the scheme —

(a)

which are listed for quotation on an approved exchange; and

(b)

in respect of which any offer information statement, introductory document, unitholders’ circular for a reverse take‑over, document issued for the purposes of a trust scheme, or any other similar document approved by an approved exchange, was issued in connection with —

(i)

an offer of those units in the scheme; or

(ii)

the listing for quotation of those units in the scheme.

Amended by4/2017
Section 305A — Securities and Futures Act 2001 | laws.sg