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Managed investment schemes

Managed investment schemes are pooled investment vehicles of two types – managed funds and other managed investment schemes. (You need to register a managed investment scheme on the Disclose Register before you can make an offer under that scheme).

Note | Some participants to an offer will need to be registered as a Financial Service Provider and/or licensed to provide a specific financial service. Please don’t delay FSP registration or licensing applications.

Before registering

There are some things you’ll need to organise before registering a managed investment scheme on the Disclose Register.

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How to register schemes

All managed investment schemes under the FMC Act must be registered online, using the Disclose Register. This can be done by either the manager or a third party acting on their behalf.

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Ongoing compliance

The manager is responsible for keeping information relating to their managed investment scheme up to date on the Disclose Register.

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A summary of fees payable for managed investment schemes.

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Key legislative references guide

Find out more about the managed investment schemes key legislative references guide.

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