Managed fund offers registration process
A scheme must be registered before an offer can be made in that scheme
A managed investment scheme pools money from multiple investors, who rely on the expertise of the scheme manager. You need to register a managed investment scheme on the Disclose Register before you can make an offer under that scheme.
Registering a managed fund offer
Make sure you have all the information and documents you'll need to complete your online application. You'll have 60 days to complete your application once you start.
Advising us of participants
You need to add participants when registering the underlying scheme.
The acceptance process
Make sure the information and documents you provide to us are correct and complete.
Financial Service Providers
Some participants to an offer will need to be registered as a Financial Service Provider and/or licensed to provide a specific financial service.
Related articles
- Registering managed fund offers From Managed fund offers
- Participant details — Managed fund offers From Managed fund offers
- The acceptance process From Managed fund offers
Other guides in
Managed fund offers
- Managed fund offer fees
- Filing fund updates
- Filing full portfolio holdings
- Filing annual confirmation notices
- Filing manager financial statements
- Keeping managed fund offer details up to date
- Uploading managed fund offer documents
- Withdrawing or finalising offers
- Managed fund offers legislative reference guide
- Providing managed fund data