Draft an FMCA offer document and its verification list
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Build a verification list of factual statements and financial figures from the draft.
- What the lawyer must review
- Draft the offer under the Financial Markets Conduct Act 2013; the FMA regulates
- Do not use Corporations Act Chapter 6D, a short-form prospectus or an ASIC RG
- Written for / version
- New Zealand versionNZCth
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.