Other managed investment scheme (MIS) offers

A managed investment scheme is an investment that pools money from many investors. Associated reporting and filing obligations must be met.

Other MIS offers registration process 

Find out what information and documents you need to provide when registering an offer.

Other MIS offers fees 

Some online transactions, such as registering an offer, have a fee attached.

Keeping other MIS offer details up to date 

Find out how to update offer details and documents.

Uploading other MIS offer documents 

Read our guidelines for preparing and uploading documents, including PDS.

Filing annual confirmation notices 

Find out when you need to file an annual confirmation notice for an offer.

Filing manager financial statements 

Find out how and when to file financial statements for an offer.

Withdrawing or finalising offers 

Find out how to withdraw an offer before it opens, or finalise an offer that's no longer active.

Other MIS legislative reference guides 

These guides relate to sections of your online application to register an offer.

All help topics

Searching Disclose 2 guides

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

Registering or maintaining schemes or offers 6 guides

Registering new offers or schemes or keeping existing ones up to date

Disclose Register fees and levies 6 guides

Fees apply when performing some transactions through your organisation's online services account.

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.