The acceptance process — Managed fund offers
What happens after you submit your application to register an offer
You need to send us your correctly completed application by 3pm NZT (working days) for same-day registration. Once your application is accepted, we'll email you a Product Disclosure Statement (PDS) lodgement certificate and advise the Financial Markets Authority. If you're a third party acting on behalf of the manager, we'll also email the manager.
We may need more information
We may return an application for you to amend and resubmit it to us. Some reasons may include a document being illegible or page numbers being inconsistent.
In these situations, we will email you and return your application with a ‘Revise’ flag under the ‘Things to Do’ section of your dashboard. You can make the required corrections to your application by selecting the ‘Continue’ option next to that entry.
You have 5 working days from our notification to make any corrections and return the application to us. Your offer will be registered on the date your revised application is accepted, not the original date you sent it.
We may not accept for some reason
Some situations may require us to reject your application.
In these situations, we will email you and your application will show as rejected in the ‘Past Activity’ section of your dashboard.
If your application is rejected, you will need to complete a new application and pay a new registration fee.
More 'Managed fund offers registration process' guides:
- Registering managed fund offers Find out how to register managed fund offers on Disclose.
- Participant details — Managed fund offers Check all participants already exist on another Companies Office register or directory, or add them to the Disclose Other Participants directory.