Set up a new offer

To set up a new offer:

From the menu, go to Offers and then click the sub-menu item Offers.
Click Add New and then enter the details of your offer:

Select the Security you will be asking investors to invest in.
Enter a Title for your offer. This will be displayed on your offer’s online application form.
Upload a Logo for your offer. This logo will be displayed in the top header bar of the online application form web page.
Enter a Slug for your offer. The slug value must contain no spaces and only letters, numbers or dashes. The slug value you enter here will be part of the URL which investors will need to enter in their web browser’s address bar to access your offer’s online application form. For example, if you enter a slug value of “acme-company-ipo” then the URL for your offer’s online application form will be https://www.registrydirect.com.au/offering/acme-company-ipo.
Choose the initial State for your offer. The only values you should select at this point are either Draft or Published. Note that if you set your offer’s state to Published then it will be accessible to the public via https://www.registrydirect.com.au/offering/<slug>.
Set the Price per share (or per unit if the security for your offer is a unit trust) that you want to offer to investors.
Set the Minimum allowed amount of shares/units investors can apply. Note: If the security is a unit trust this amount will be the minimum total dollar amount to which investors can apply. The online application form will not allow applications for any amount less than the amount you set here.
Set the Required increment amount for your offer. This will control the increments which the online application form will allow investors to apply; For example, if you set a Minimum allowed amount of 1000 and a Required increment amount of 500 investors will be able to apply for 1000 or 1500 shares etc, they can increase the amount of Shares/Units in 500 increments only, However, investors would not be able to apply for 1200 shares/units because of the Required increment amount.
Enter a BPAY Biller Code for the financial institution you want investors to pay their money into. The BPAY Biller Code and a unique Customer Reference Number (CRN) will appear in the payment instructions section of the the invoice which is sent out to each applicant when they submit their online application form. If you do not have a financial institution of your own through which you can use a BPAY facility, please contact Registry Direct Customer Support as we have a BPAY facility that can be used to accept payments which we can hold in escrow on your behalf until the offer process is completed.
Upload an Offer Document in PDF format, which investors will be required to download before they can complete the online application form. It is best to keep the offer document size under 10Mb.
Upload an Offer Document Thumbnail image which will be displayed on the online application form for your offer, above the link to the offer document which you uploaded above.
If you wish to, customise the Terms & conditions which will appear on your offer’s online application form, please Note the default Terms & conditions list Registry Direct’s phone number for investors to call if they have any questions. The terms and conditions can be formatted using the following limited set of HTML tags: , , , .
If you wish to, customise your offer’s registrar contact details which include Registrar Name, Registrar Website URL, Registrar Email, Registrar Phone, Registrar Facsimile, Registrar Address line, Registrar Suburb/City, Registrar Postcode, Registrar State and Registrar Country. The default values for these details come from the configuration you have set in your Profile. They will appear in the invoice and other communications sent to investors who apply for your offer.
If you are conducting your offer in conjunction with one or more adviser firms, you can include their names in a comma-separated list in the Adviser firm names text box. For example: “Claytons Advisory Services, Acme Accountants, Smith and Jones Partners”. This will generate a unique URL for your offer for each adviser firm, which they can then provide to prospective investors so that their firm is automatically associated with the online applications submitted by their customers. This is entirely optional, you can leave this field blank if you are not conducting your offer in conjunction with adviser firms.
Tick the Accept credit card payments checkbox if you would like credit cards to be included in the payment instruction section on the invoice. Note: this does not mean investors can pay directly with credit card in the online application form. They will still need to make a BPAY payment using the BPAY Biller Code you specified earlier.
By ticking the checkbox for Will this security be traded on the ASX? Investors will be able to (optionally) enter their Holder Identification Number (HIN) when completing the online application form for your offer. If this checkbox is not ticked, investors will only be able to (optionally) enter a Security Reference Number (SRN) on their online application form for your offer.
The Restricted to These Countries help text is there purely as prompt to advise you once your offer is saved, you can (optionally) add a list of countries to which the offer is restricted. In practice, all this does is change the messaging to prospective investors on the online application form to inform them of the countries which are legally eligible to participate in your offer.

Once you have entered you offer details as per the above instructions, click the Save button to save your offer in a draft state. Your offer’s online application form is not yet available to the public.
If you are not ready to open your offer to the public but would like to provide prospective investors with a holding page at the URL where your offer’s online application form will sit, you can click the Opening Soon button. This will move your offer into an Opening Soon state so the offer URL will not result in a "404 page not found" error for any prospective investors that visit. This is particularly useful when you have distributed a paper-based prospectus in advance of your offer’s opening date.
When you are ready to open your offer to the public, click the Publish button. Prospective investors will then be able to complete your offer’s online application form by visiting the URL displayed in the URL list field of your offer. If you made a mistake and are not ready to open your offer to the public yet, you can return it to the Opening Soon state by clicking on the Opening Soon button.