A useful place to begin.
The Regalis Resource Centre brings together service guides, process explanations and document access. Materials are organised for investors, borrowers, brokers and referral partners.
Prepare the right information.
The Resource Centre brings practical preparation guides together in one place. Investor guides explain the questions to ask before considering a strategy. Finance guides help borrowers and brokers organise the facts behind a transaction.
The downloadable guides in this concept website are readable reference documents based on the service information presented here. Formal offering documents and client-specific records are separate materials and are not replaced by a general guide.
Guides for investors and professional partners.
Investor conversation guide
Questions about objectives, structures, risks and documents.
Investment assessment guide
A guide to investment assessment and portfolio context.
Property finance checklist
Information supporting a property funding conversation.
Development finance checklist
Project, delivery and completion information.
Broker submission guide
Connect purpose, borrower, assets and repayment.
Referral relationship guide
Client permission, handover and communication.
Find the process you need.
Investing with Regalis
From the initial discussion to document review, application and ongoing reporting.
↗02Preparing a finance request
Understand the stages and information that support an assessment.
↗03Working as a professional partner
Explore broker submission resources and the way the team communicates.
↗Finding and using documents.
Is a service guide a product offer?
No. A service guide is an explanation of a process or capability. The formal documents applying to an investment or finance arrangement define its terms.
Where are confidential investment records kept?
Those records belong within the authorised investor relationship. The public resource library does not expose client holdings or confidential transaction files.
Can I request a different document?
Use the document request option on the contact page. Tell the team which service or subject you are asking about without including sensitive account information in a general message.
Need a particular document?
Tell us the subject and the service it relates to.