Authorised fund that meets the label criteria without changes

  1. 1

    Step 1: Notify us and download the label

    Complete the Connect form and download the label from the form.

    Complete 1 form per label.

    You do not need to pay a fee. 

    Use your firm’s existing Connect registration and access the ‘Firm notifications’ section on Connect.

    You need to provide:

    • Product Reference Number (PRN) for your fund.
    • Which investment label you wish to use.
    • Start date for when you want to use the label.
  2. 2

    Step 2: Display the label

    Display the label and publish the associated consumer-facing disclosure as required under our rules.