Changing the details of an Australian offer or offeror

Who can update Australian offer or offeror details

To update Australian offer or offeror details 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.

Update offer or offeror details

To update offer or offeror details, 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 update.
2. In the page containing the offer details, open the ‘I want to…’ drop-down menu and select ‘Maintain offer’.
3. Make the required changes to your offer. You can, for example:
   • change the name of your offer
   • add or remove participants
   • correct data entry errors
   • upload new documents and archive existing ones (if you make any document changes, please make sure you provide the appropriate form and any supporting documents).
4. Review the updated details of your offer, then tick the declaration and select Submit. 

Download and complete the appropriate form for the change you need to make.

Any changes you make will be applied as soon as you submit your updated details, with the exception of new documents. If you add any new documents as part of your update, they must first be accepted by us. We aim to process all updates the day they are submitted, however this might not always be possible and may take up to 5 working days.

Once your documents have been accepted we will email you confirmation, they will be publicly available on the Disclose Register and we will advise the Financial Markets Authority (FMA).

Change a disclosure statement or other document

Use Form DMR-2 to notify us of any change to:

• an Australian disclosure document, or
• any other document required by Australian securities legislation in relation to the offer, unless the offeror is not required to notify the Australian regulator of the change.

You need to do this no later than 5 working days after the day on which the offeror notified (or should have notified) the Australian regulator of the change.

Change an offeror's address for service

Use Form DMR-3 to notify us of any change to the offeror's address for service. Email your completed form to disclose@companies.govt.nz.

You need to do this at least 5 working days before the change takes effect.

Supplementary or replacement disclosure statements

Use Form DMR-4 to notify us if a supplementary or replacement Australian disclosure statement is lodged or notified under Australian securities legislation.

You need to do this:

• as soon as practicable after the supplementary or replacement document is lodged with the Australian regulator (or the Australian regulator is notified of the document), and
• no later than 5 working days after the day on which the document is, or should have been, lodged or notified.

Change a constitution

Use form DMR-5 to notify us of a change made to a constitution referred to in Regulation 268(d)(i) or (ii) of the Financial Markets Conduct Regulations 2014.

You need to do this no later than 5 working days after the day on which the offeror notified (or should have notified) the Australian regulator of the change.

Grant, amendment or revocation under Regulation 268(b)

Use Form DMR-6 to notify us if the Australian regulator grants, amends or revokes an Australian exemption or declaration referred to in Regulation 268(b) of the Financial Markets Conduct Regulations 2014.

You need to do this no later than 5 working days after the grant of, amendment to, or revocation of exemption or declaration.

Grant, amendment or revocation under Regulation 268(c)

Use Form DMR-6 to notify us if the Australian regulator grants, amends or revokes an Australian exemption or declaration referred to in Regulation 268(c) of the Financial Markets Conduct Regulations 2014.

You need to do this no later than 10 working days after the grant of, amendment to, or revocation of exemption or declaration.

Enforcement action or exercise of power

Use Form DMR-7 to notify us if the Australian regulator begins enforcement action, or exercises a power it has under law, in relation to an offer or offeror.

You need to do this as soon as practicable after action is taken or power is exercised, and no later than 5 working days after the day on which action is taken or power is exercised.

Guide for issuers

Issuers offering financial products in New Zealand and Australia under mutual recognition may find the following guide useful.

Other guides in

Overseas issuers

• Asia Region Funds Passport
• Overseas offers registration process
• Overseas offers fees
• Keeping overseas offer details up to date
• Uploading overseas offer documents
• Filing overseas offeror financial statements
• Forms for overseas issuers

Other help topics