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Participating in the offer of a security to the public as an issuer

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Issuers offer investments to the public to finance their operations.

In relation to an equity security or a debt security – the issuer is the person on whose behalf any money paid in consideration of the allotment of the security is received.

In relation to a participatory security, the issuer is the manager.

In relation to an interest in a contributory mortgage, the issuer is the contributory mortgage broker.

In relation to a unit in a unit trust, the issuer is the manager.

In relation to a life insurance policy, the issuer is the life insurance company that is liable under the policy.

In relation to an interest in a superannuation scheme, the issuer is the superannuation trustee of the scheme.
 

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Last updated 24 June 2010