Keeping other MIS offer details up to date

The manager is responsible for keeping offer details up to date.

Each year an annual confirmation notice may need to be registered on the Disclose Register, and financial statements may need to be registered on another Companies Office register. We'll email you when these are due. The offer may have other compliance obligations — if you're unsure what these are, check with your legal adviser or the Financial Markets Authority website.

Who can update details

To update other managed investment scheme offer details you must:

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

Update offer details

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

  1. Search for and view the offer you want to update.
  2. Under the Offer maintenance services drop-down menu select Maintain offer.
  3. Make the required changes. You can, for example:
    • open or close your offer
    • change the status of your PDS
    • add or remove participants
    • change the name of your offer
    • 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 data entry errors

If you register an offer 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 offer.
  2. From the Offer maintenance services drop-down menu select Maintain offer.

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.

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