Proposal checklist

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

Our proposal 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 proposal checklist:

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

Your proposal should include a cover letter that clearly explains the significant actions, notifiable actions, notifiable national security actions and reviewable national security actions under the Foreign Acquisitions and Takeovers Act 1975 (FATA) that are proposed to be taken or have been taken and lists the legal entities involved.

All information will be required before we can assess your submission in the portal, significant delays may result if you don’t provide all the information required.

Have you read through the guidance?

Visit our ‘Guidance’ menu for more information before proceeding

Have you read the fee requirements?

Visit our ‘Fee’ information before proceeding

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.