Managed investment scheme registration process

A scheme must be registered before an offer can be made

Managed investment schemes comprise managed funds and other managed investments schemes where people invest money to participate in financial benefits without day-to-day involvement. You need to register a managed investment scheme on the Disclose Register before you can make an offer under that scheme.

Registering a scheme

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

Make sure your scheme participants exist on another register or directory.

The acceptance process

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

Financial Service Providers

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

Applying to provide licensed services

More 'Managed investment schemes' guides:

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Registering or maintaining schemes or offers 5 guides

Disclose Register fees and levies 5 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.