Keeping debt, equity and derivatives offer details up to date
The issuer is responsible for keeping offer information up to date
Each year a confirmation notice may need to be registered on the Disclose Register, and financial statements may need to be registered on another Companies Office register. Some debt securities offers may also need to provide Non-Bank Deposit Taker (NBDT) information. We'll email you when these are due.
You may also have other compliance obligations — if you're unsure what these are, check with your professional adviser or the Financial Markets Authority website.
Who can update offer details
To update offer details you must:
- have a RealMe® login
- be a registered user of your organisation's online account
- have authority to act on behalf of the issuer.
Update offer details
To update offer details, log in to your organisation's online account and follow these steps.
- Under the Organisation portfolio section on the right side of your screen, search for and select the offer you want to update.
- In the page containing the offer details, open the ‘I want to…’ drop-down menu and select ‘Maintain offer’.
- Make the required changes to your offer. You can, for example:
- open or close your offer
- change the name of your offer
- change the status of your Product Disclosure Statement (PDS)
- upload new documents and archive existing ones
- correct data entry errors
- add or remove participants.
- Review the updated details of your offer, then tick the declaration and select Submit.
Any changes you make will be applied as soon as you submit your updated details, with the exception of new documents. If you add any new documents as part of your update, they must first be accepted by us. We aim to process all updates the day they are submitted, however this might not always be possible and may take up to 5 working days.
Once your documents have been accepted we will email you confirmation, they will be publicly available on the Disclose Register and we will advise the Financial Markets Authority (FMA).
Updating participant details
Changes to participant details, such as a name or address for service, must be made to the participant record on either:
- a Companies Office register, where the participant is a company, credit union, etc, or
- the Disclose Other Participants directory, where the participant is an overseas issuer, individual, board of trustees, etc.
Other guides in
Debt and equity securities, and derivatives offers
- Debt and equity securities, and derivatives offers registration process
- Debt and equity securities, and derivatives offers fees
- Filing annual confirmation notices
- Filing manager financial statements
- Filing additional NBDT financial information
- Uploading debt, equity and derivatives documents
- Withdrawing or finalising offers
- Debt, equity and derivatives legislative reference guides