Uploading debt, equity and derivatives documents

Follow this guide when preparing your documents

All documents appearing on the Disclose Register need to be accepted by us. We may accept, request more information or reject the document so it's important you follow this guide.

Who can upload offer documents

To upload offer documents you must:

  • have a RealMe® login
  • be a registered user of your organisation's online services account
  • have authority to act.

Before you send us your documents

Review your documents before providing them to us and make sure:

  • your pages are legible, and page numbers are consistent
  • you're only including the information that's required.

Once your documents have been accepted by us, they're publicly available on the Disclose Register.

Document format requirements

  • The maximum file size for all documents is 20MB per document.
  • A PDS should be no more than 30 A4 pages or 15,000 words (Debt security or Derivative) and no more than 60 A4 pages or 30,000 words (Equity security).
  • The PDS should be word searchable. Where possible, make sure all other documents are also word searchable.
  • The file name you assign to a document will be displayed on the register.
  • Make sure you upload final versions, not drafts, of your documents.
  • If you've submitted a maintenance task that requires our acceptance, wait for our acceptance before completing another maintenance task. Note, you can make multiple changes in one maintenance task.

The Financial Markets Conduct Regulations 2014 specify page and word limits, and formats for some documents.

Replace an existing PDS (no fee)

To replace an existing PDS, log in to your organisation's online services account and follow these steps.

  1. Search for the offer.
  2. Under the Offer maintenance services drop-down menu select Maintain offer.
  3. Select the Documents tab.
  4. Select Edit.
  5. Select Archive document for each document within the PDS group that you need to replace. Note you'll need to provide a new directors consent.
  6. Select Browse or Choose file to upload the replacement PDS, new directors consent and supplementary PDS (if applicable).
  7. Select the Done button.
  8. Tick the declaration check-box and select Submit to send the documents to us for acceptance.

Add or replace a supplementary PDS (no fee)

To add or replace a supplementary PDS, log in to your organisation's online services account and follow these steps.

  1. Search for the offer.
  2. Under the Offer maintenance services drop-down menu select Maintain offer.
  3. Select the Documents tab.
  4. Select Edit.
  5. Select:
    • Archive if you want to replace an existing supplementary PDS, or
    • Upload document under the Supplementary PDS heading if you want to upload a new supplementary PDS.
  6. Select Browse or Choose file to upload the supplementary PDS.
  7. Select the Done button.
  8. Tick the declaration check-box and select Submit to send the documents to us for acceptance.

Add a new PDS to an offer (fee applies)

To add a new PDS, log in to your organisation's online services account and follow these steps.

  1. Search for the offer.
  2. Under the Offer maintenance services drop-down menu select Maintain offer.
  3. Select the Documents tab.
  4. Select Add PDS document and upload the new PDS, directors consent and supplementary PDS (if applicable).
  5. Select the Done button.
  6. Tick the declaration check-box and select Submit to send the document to us for acceptance.

A fee is charged when you add a new PDS.

All help topics

Getting started 2 guides

To register an offer or scheme on the Disclose Register your organisation must have an online services account. Find out how to create an account, and control who has authority to use and transact on it.

Managing your online services user account 6 guides

To register and maintain offers and schemes on the Disclose Register your organisation must have an online services account. You can control who has authority to access and use the account on your behalf.

Searching Disclose 2 guides

You don't need to log in to search the Disclose Register.

Overseas issuers 7 guides

Disclose Register fees and levies 5 guides