Proposal checklist

  • Current Step 1 – Before you begin
  • Step 2 - Proposal checklist
  • Complete

Our pre-submission checklist will assist you in preparing your submission.

By following this checklist, you should have all the information needed, before you proceed to submit an investment proposal.

You can use the below documents with the pre-submission checklist:

 

Answer the following questions to determine what information you need to prepare before submitting a proposal in the portal.

All information is required before we can assess your submission in the portal. Incomplete information may result in significant delays.

Have you read through the guidance?

Visit our ‘Guidance’ menu for more information before proceeding
Guidance

Have you read the fee requirements?

Visit our ‘Fee’ information before proceeding
Fees

Have you read the ongoing reporting requirements?

Visit our Compliance Obligation information before proceeding
Know your obligation

Step 1 complete  


You are ready to proceed to the checklist.

Step 1 Review  


Review these pages before proceeding with the checklist.