As part of the process for an Offer Company to meet ASIC’s requirements for Equity Crowdfunding, you must provide an Offer Document. This document contains all of the information required by ASIC, and it also forms the basis for an investor to make a decision on whether to invest.
We have made the process easier for you with our Offer Document creator:
Below outlines the content required, you won’t have to provide all of it as some is standard copy and already templated
Some areas you will need to provide tables and we have given examples, you will need to upload these, ideally as an excel file
Once you have finished section 1 and 2, you will receive an email with section 3 and 4 to complete
Once all the sections are completed and submitted, we will export a word doc, which will form the base of your Offer Document
As subscribers to our website there will be some information on wholesale offers, by proceeding, you are agreeing to the warning:
investment in new business carries high risks. It is highly speculative and before investing in any project about which information is given, prospective investors are strongly advised to take appropriate professional advice;
the information contained in our Website has been prepared by or on behalf of the person who is proposing to issue or sell the securities or scheme interests and neither Fundsition nor the Publisher (if any) has undertaken an independent review of the information contained in the Website;
the information contained in the Website about the proposed business opportunity and the securities or scheme interests is not intended to be the only information on which the investment decision is made and is not a substitute for a disclosure document, product disclosure statement or any other notice that may be required under the Corporations Act 2001 (Cth) (Act), as the Act may apply to the investment. Detailed information may be needed to make an investment decision, for example: financial statements; a business plan; information about ownership of intellectual or industrial property; or expert opinions including valuations or auditors’ reports;
a prospective investor is strongly advised to take appropriate professional advice before accepting an offer for issue or sale of any securities or scheme interests;
prospective investors should be aware that no established market exists for the trading of any securities or scheme interests that may be offered; and
the Website is subject to ASIC Class Order [CO 02/273].
As subscribers to our website there will be some information on wholesale offers, by proceeding, you are agreeing to the warning:
investment in new business carries high risks. It is highly speculative and before investing in any project about which information is given, prospective investors are strongly advised to take appropriate professional advice;
the information contained in our Website has been prepared by or on behalf of the person who is proposing to issue or sell the securities or scheme interests and neither Fundsition nor the Publisher (if any) has undertaken an independent review of the information contained in the Website;
the information contained in the Website about the proposed business opportunity and the securities or scheme interests is not intended to be the only information on which the investment decision is made and is not a substitute for a disclosure document, product disclosure statement or any other notice that may be required under the Corporations Act 2001 (Cth) (Act), as the Act may apply to the investment. Detailed information may be needed to make an investment decision, for example: financial statements; a business plan; information about ownership of intellectual or industrial property; or expert opinions including valuations or auditors’ reports;
a prospective investor is strongly advised to take appropriate professional advice before accepting an offer for issue or sale of any securities or scheme interests;
prospective investors should be aware that no established market exists for the trading of any securities or scheme interests that may be offered; and
the Website is subject to ASIC Class Order [CO 02/273].
General CSF Risk Warning (Corporations Regulations Reg 6D.3A.10)
Crowd-sourced funding is risky. Issuers using this facility include new or rapidly growing ventures. Investment in these types of ventures is speculative and carries high risks. You may lose your entire investment, and you should be in a position to bear this risk without undue hardship. Even if the company is successful, the value of your investment and any return on the investment could be reduced if the company issues more shares. Your investment is unlikely to be liquid. This means you are unlikely to be able to sell your shares quickly or at all if you need the money or decide that this investment is not right for you. Even though you have remedies for misleading statements in the offer document or misconduct by the company, you may have difficulty recovering your money. There are rules for handling your money. However, if your money is handled inappropriately or the person operating this platform becomes insolvent, you may have difficulty recovering your money. Ask questions, read all information given carefully, and seek independent financial advice before committing yourself to any investment.
