Document Actions

Ongoing compliance

The manager is responsible for keeping information relating to an offer on the Disclose Register up to date. An annual report is also required to be filed each year on the Disclose Register and financial statements will need to be registered on another Companies Office register. The Registrar will send reminders when these are due.

Note | The scheme may have other compliance obligations. If you’re unsure what these are, please check with your legal adviser or visit FMA’s website.

Keeping offer details updated

Most offer details can be updated on the Disclose Register.

Read more…

Updating documents

To update or replace an existing PDS, you’ll need to log in to your Disclose Register Dashboard using your RealMe®login. If a document is being uploaded to the Disclose Register it needs to be accepted by the Registrar.

Read more…

Annual confirmation notice

Managers are required to file an annual confirmation notice if at least one Product Disclosure Statement within the offer is 'open'.

Read more…

Manager financial statements

As a manager of a regulated product, you’re required to register audited financial statements within four months of the manager’s financial reporting balance date.

Read more…

Withdrawing an offer

You can withdraw an offer on the Disclose Register before it opens.

Read more…

Finalising an offer

If an offer is no longer open for investment, you can finalise the offer on the Disclose Register.

Read more…