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Create elegant, professional and compliant application forms to help you raise capital

Once you set up your offer, you’ll get notices when applications are made, be able to manage payments by the applicants and allot securities.

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Screenshot of Offers setup
Setup options

Our wizard walks you through setting up an online application form for your offer

Application forms can be set up in minutes.  Simply attach your offer doc, set the payment increments, set your AML/CTF/Wholesale investor documentation requirements (including sophisticated investor/accountant certificates), and define how you will receive payments (BPAY, EFT, cheque and/or direct debit).

You can also set up priority lists for preferred applicants and define your own terms and conditions.

Online applications

Manage applications and payments

When applications are made, you’ll be sent a notification, the applicants can receive invoices automatically and receipts when payments are received.

If required, AML/CTF/Wholesale investor checks can be performed automatically through GreenID or manually.

Investor invitation

Allot, scale-back or reject applications as required

When securities are allotted, investors will receive holding statements, certificates and an invitation to register for our Investor Centre.