The acceptance process — Managed investment schemes

What happens after you submit your application for registration.

You need to send us your correctly completed application by 3pm NZT (working days) for same-day registration. Once your application is accepted, we'll email you a registration certificate and advise the Financial Markets Authority (FMA). If you're a third party acting on behalf of the issuer, we'll also email the manager of the scheme.

We may need more information

If we're unable to accept your application, for example, if a document is illegible or page numbers are inconsistent, we'll email you.

The In progress section of your Dashboard will show the status of your application as Revise.

You'll have 5 working days to make any corrections and return the application to us. Your scheme will be registered on the date your revised application is accepted, not the original date you sent it.

We may not accept for some reason

Make sure you double-check all your information. Your scheme can be rejected, which means completing a new application and paying a new registration fee.

More 'Managed investment scheme registration process' guides:

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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.