Managed investment schemes
Managed investment schemes are pooled investment vehicles of two types – managed funds and other managed investment schemes. (You need to register a managed investment scheme on the Disclose Register before you can make an offer under that scheme).
Note | Some participants to an offer will need to be registered as a Financial Service Provider and/or licensed to provide a specific financial service. Please don’t delay FSP registration or licensing applications.
There are some things you’ll need to organise before registering a managed investment scheme on the Disclose Register.
All managed investment schemes under the FMC Act must be registered online, using the Disclose Register. This can be done by either the manager or a third party acting on their behalf.
The manager is responsible for keeping information relating to their managed investment scheme up to date on the Disclose Register.
A summary of fees payable for managed investment schemes.
Find out more about the managed investment schemes key legislative references guide.