Participant details — Other MIS offers

Check participants are on a register or directory first

You will need to provide the names of all relevant participants, or the number that has been allocated to them on the relevant Companies Office register or directory.

Most participants will be found on a Companies Office register and if not, will need to be recorded on the Disclose Other Participants directory.

This means your application to register an offer automatically updates certain participant details which are held in the following places:

Participant details you need to provide

The manager’s details will have been updated from the underlying scheme.  If the offer has an Offeror you will need to provide the following information in the offer.

Offeror details

An offer can have more than 1 offeror. If the offeror isn't the scheme manager, you'll need to provide the following information.

• Offeror's name and number on a Companies Office register or the Other Participants directory.
• Offeror's Financial Service Provider (FSP) number if required — ensuring the offeror is registered for "Offeror under an FMC offer".
• Offeror's email address. If you're a third party acting on behalf of the issuer, this must be the offeror's email address, not yours.

Adding a participant to the Disclose Other Participants directory

The Other Participants directory lists overseas issuers, individuals, boards of trustees, partnerships and other participants that do not exist on another Companies Office register.

If you have searched the directory and can't find your participant listed there, you'll need to add them to the Other Participants directory.

Search the Other Participants directory

Who can add a participant to the directory

To add a participant to the directory you must:

• have a RealMe® login
• be a registered user of the organisation's online account

Add a participant to the directory

To add a participant to the directory, log in to your organisation's online services account and follow these steps.

1. In the main menu, select ‘Disclose’.
2. From the drop-down menu select ‘Record Other Participant (Overseas Issuers, Boards of Trustees, Other)’.
3. Complete the online form by entering your participant’s details.
4. Select Submit to complete the form and add the participant to the directory.

The participant is now recorded on the Other Participants directory and you will see them listed in the Organisation Portfolio section of your Dashboard.

You can now add the participant to a scheme or offer, maintain their details and provide financial statements if required.

If the other participant is the scheme manager you will need to request authority to act on behalf of the issuer before you can register their scheme on the Disclose Register.

Updating a participant’s details
To update a participant’s details, log into your organisation’s online services account and follow these steps.

1. Under the Organisation portfolio section on the right side of your screen, search for and select the participant you want to update.
2. In the page containing the participant details, open the ‘I want to…’ drop-down menu and select ‘Maintain other participant’.
3. Make the required changes to your participant details.
4. Review the updated participant details, then select Submit. 

More 'Other MIS offers registration process' guides:

• Registering other MIS offers Find out how to register other managed investment scheme offers on Disclose.
• The acceptance process Find out what happens after you submit your application to register an offer

Other guides in

Other MIS offers registration process

• Registering other MIS offers
• The acceptance process — Other managed investment scheme offers

Other help topics