The use of Cookies
on the IMA website

Like most websites the IMA uses cookies. By continuing to browse our site you are agreeing to the terms and conditions of our cookie policy.

Member area login

Consumer website

Industry guidance

See Terms of use


IMA Guidelines on inducements (September 2014)

FATCA self-certification guidance

» Individual self-certification (July 2014)
» Entity self-certification (July 2014)

Statement of Recommended Practice for the Financial Statements of Authorised Funds

» SORP for Authorised Funds (May 2014)
» Feedback statement (May 2014)
» Additional Guidance  (July 2011)
» IMA SORP (October 2010) 
» Feedback Statement (October 2010)

Use of Dealing Commission: Corporate Access
» (March 2013)

Model Discretionary Investment Management Agreement
» Model Agreement Version 1.1 (February 2013)
» General Licence (March 2013)

Enhanced disclosure of fund charges and costs
» Fund charges and costs
» Guidance (September 2012)

Institutional Shareholders' Committee - Statement of Principles
» Code on the Responsibilities of Institutional Investors (November 2009)
» Press release (November 2009)
» FAQs (November 2009)

Authorised Funds: A Regulatory Guide
» (March 2012)

Model Terms of Business with Brokers
» (July 2009)

Paperless transfer/renunciation for authorised funds 
» (April 2009)

Market Timing
» Guidelines for Managers of Investment Funds (July 2008)

Pension Fund Disclosure Code
» Code on transparency of costs (Third Edition)  (September 2007)

Relations with Investee Companies
» Guidance on Good Practice (October 2004) 

Institutional Shareholders' Committee - Statement of Principles 
» The Responsibilities of Institutional Shareholders and Agents (October 2002)

Investment management association