Personalised dashboard

View all your offers and schemes on a single screen

When you log in to the Disclose Register, you're automatically taken to your organisation's dashboard. The dashboard allows you to keep track of offer and scheme registrations made by your organisation, along with any tasks in-progress, and compliance activities that might be due.

The main menu near the top of your screen contains the services you can perform in the Disclose Register, such as searching the register or registering a new offer or scheme.

Things to Do

The Things to Do tab on your dashboard shows a list of compliance events including when they are due for your offers or schemes.  We will also send you an email reminder as these events or tasks become due.

You can select the View link next to a compliance event to check its details, and to complete the compliance requirement.

If we return a task for revision, this will also appear under the Things to Do tab in addition to any email notifications you receive. If this occurs, you should amend and resubmit that task via the Things to Do tab - please don't create a brand new task for these.

Things in Progress

The Things in Progress tab on your dashboard shows any tasks that you have in progress, such as draft offer or scheme registrations that you're working on.  These will be marked as ‘Draft’.  If you have a task in draft form you can select ‘Continue’ next to the task to continue with or make changes to it.

Any tasks you have sent to us for acceptance will also show in the Things in Progress tab and will be marked as ‘In review’.  You cannot edit these tasks.

Past Activity

The Past Activity tab shows tasks that have recently been completed, such as offers or scheme registrations that we have accepted.

Any tasks in the Past Activity tab will include a message indicating their status.

Authorities

Authorities tab lists all requests for authority that your organisation has filed. This includes any pending, completed or rejected authority requests.

Any entries in the Authorities tab will include a message indicating their status. Please note that this tab will not indicate whether an accepted authority request has later been revoked.

You can view the list of your active authorities in the Organisation Issuer/Manager authorities section below your Organisation portfolio.

Organisation portfolio

The Organisation portfolio on the right side of your screen shows the offers and schemes for issuers or managers that your organisation has authority over. You can select any of these offers or schemes to view and maintain their details.

It also records any Other Participants you might have authority over.  You can select the Other Participant to view or maintain their details.

Your login profile and organisations

You can view the details of your login profile on the top right area of your screen, next to the Log out link.

Under your login profile:

  • You can switch between different organisations, if your login profile is linked to two or more organisations.
  • You can select My Profile to view and edit the details of your login profile, including your personal contact information.
  • You can select My Organisations to view the details of your organisations. This will also allow you to join an existing organisation using an invitation code, or create a new organisation that will be linked to your login profile.
  • If you have administrator rights, you can also edit your organisations’ details as well as their user accounts.

Other guides in
Managing your online account

Other help topics

Searching Disclose

Managed investment schemes

Managed fund offers

Other managed investment scheme (MIS) offers

Debt and equity securities, and derivatives offers

Overseas issuers

Disclose Register fees and levies

View all topics