Build the disclosure decision record for a market-sensitive development

Key facts

Human involvement
RedLawyer-led
How AI is used
Index the emails, board papers and file notes into a who-knew-what-when chronology, extract the material bearing on each limb of the confidentiality carve-out, and list the points in the record that have no source. It writes no part of the decision, the reasoning or any announcement.
What the lawyer must review
The lawyer and the disclosure committee decide whether the information is market sensitive, whether the carve-out still applies and what is announced, and write the record themselves.
Written for / version
US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistanceSupporting preparation only. Index the emails, board papers and file notes into a who-knew-what-when chronology, extract the material bearing on each limb of the confidentiality carve-out, and list the points in the record that have no source. It writes no part of the decision, the reasoning or any announcement. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human.
LawyerPerform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use.

Checklist

  1. Confirm the instructions, the jurisdiction and the complete relevant material before starting.
  2. The lawyer and the disclosure committee decide whether the information is market sensitive, whether the carve-out still applies and what is announced, and write the record themselves.
  3. Check the output against the source documents named in it before it is relied on.

Forms and precedents for this task

Forms and precedents for this task
Form or precedentKindAI useSummary
ASX announcement sign-off checklist (market sensitivity, verification, authorisation and release)ChecklistAI use YellowA checklist for each ASX announcement: whether it is market sensitive under Listing Rule 3.1, verification of every statement against source documents, consistency with earlier disclosure, authorisation, and the Listing Rule 15.7 rule that nothing goes to media or anyone else before ASX releases it.

Signed-in accounts can read the full text of each one. All precedents.

Sources

These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.

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