Managed fund offers registration process

Before an offer can be registered, a scheme must be registered

A managed fund is an investment that pools money from many investors. You need to register a managed investment scheme on the Disclose Register before you can make an offer under that scheme.

Registering an offer

Make sure you have all the information and documents you'll need to complete your online application. You'll have 120 days to complete your application once you start.

Advising us of participants

You need to add participants when registering the underlying scheme.

The acceptance process

Make sure the information and documents you provide to us are correct and complete.

Financial Service Providers

Some participants to an offer will need to be registered as a Financial Service Provider and/or licensed to provide a specific financial service.

More 'Managed fund offers' guides:

All help topics

Searching Disclose 2 guides

You don't need to log in to search the Disclose Register.

Disclose Register fees and levies 6 guides

Managing your online services account 7 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.