Withdrawing or finalising offers

Who can withdraw or finalise an offer

To withdraw or finalise an offer you must:

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

Withdraw an offer before it opens

To withdraw an offer, log in to your organisation's online account and follow the steps.

1. Under the Organisation portfolio section on the right side of your screen, search for and select the offer you want to withdraw.
2. In the page containing the offer details, open the ‘I want to…’ drop-down menu and select ‘Withdraw offer’.
3. Select ‘Submit’

The Disclose Register will be automatically updated as soon as you have submitted this service, and we will advise the FMA that the offer has been withdrawn.

Finalise an offer

You should finalise an offer if all financial products have been cancelled, redeemed or forfeited, or if all of the obligations owing under the products have been discharged.

The offer must be closed for applications before you can finalise it.

To finalise your offer, log in to your organisation's online account and follow these steps.

1. Under the Organisation portfolio section on the right side of your screen, search for and select the offer you want to finalise.
2. In the page containing the offer details, open the ‘I want to…’ drop-down menu and select ‘Finalise offer’.
3. Select ‘Submit’.

The Disclose Register will be automatically updated as soon as you have submitted this service, and we will advise the FMA that the offer has been finalised.

Other guides in

Other managed investment scheme (MIS) offers

• Other MIS offers registration process
• Other MIS offers fees
• Keeping other MIS offer details up to date
• Uploading other MIS MIP offer documents
• Filing annual confirmation notices
• Filing manager financial statements
• Other MIS legislative reference guides

Other help topics