Uploading overseas offer documents
Follow this guide when preparing your offer documents
All documents appearing on the Disclose Register need to be first accepted by us. We may accept, request more information or reject the document, so it is important you follow this guide.
Who can upload offer documents
To upload offer documents 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.
Before you send us your documents
Review your documents before providing them to us and make sure that:
- your pages are legible, and page numbers are consistent
- you are only including the information that is required.
File names
The file name you give to a document will be displayed on the register so consider document file names in the context of an investor. The name should ideally reflect the type of document it is, and the provider and offer it is associated with, and be easy to understand.
When naming a file please avoid:
- dashes (-), underscores (_) or a lack of spaces between words
- system-generated numbers in brackets
- any sort of numbering to preface or append document file names
- using multiple dots (‘.’) in document file names
- lower-case text, all caps, or a mix of both
- content that is not meaningful for public users
- abbreviations or contractions, and
- mis-naming a specific document.
Document format requirements
- The maximum file size for each document is 20 MB.
- Documents must be in PDF format.
- Where possible, make sure the documents are word searchable.
- The file name you give to a document will be displayed on the Register.
- Make sure you upload final versions, not drafts, of your documents.
The Financial Markets Conduct Regulations 2014 specify document and format requirements for some documents.
Document acceptance
All documents appearing on the Disclose Register 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).
If you have submitted a maintenance task that requires our acceptance, wait for our acceptance before completing another maintenance task. You can make multiple changes in one maintenance task.
Other guides in
Overseas issuers
- Asia Region Funds Passport
- Overseas offers registration process
- Overseas offers fees
- Keeping overseas offer details up to date
- Changing the details of an Australian offer or offeror
- Filing overseas offeror financial statements
- Forms for overseas issuers