Keeping managed investment scheme details up to date

The manager is responsible for updating scheme and participant information

Each year a scheme's annual report and financial statements must be provided to us, and we'll email you when these are due. The scheme may also have other compliance obligations — if you're unsure what these are, check with your legal advisor or the Financial Markets Authority website.

Who can update scheme details

To update scheme details you must:

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

Update scheme details

To update scheme details, log in to your organisation's online services account and follow these steps.

  1. Search for and view the scheme you want to update.
  2. Under the Scheme maintenance services drop-down menu, select Maintain scheme.
  3. Make the required changes. You can, for example:
    • add or remove participants
    • change the name of your scheme
    • upload new documents and archive existing ones.

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, overseas issuer etc, or
  • the Other Participants directory, where the participant is an individual, board of trustees etc.

Correct any data entry errors

If you register a scheme and later realise there are data entry errors in the information you provided, log in to your organisation's online services account and follow these steps.

  1. Search for the scheme.
  2. Under the Scheme maintenance services drop-down menu, select Maintain scheme.

Most fields within the register can be edited and any changes you make will be applied as soon as you make the change.

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. You don’t need to have an account to search the Disclose Register.​

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