Industry guidance
See Terms of use
Use of Dealing Commission: Corporate Access
» (March 2013)
Model Discretionary Investment Management Agreement
» IMA Version 1.1 (February 2013)
» General Licence (March 2013)
Enhanced disclosure of fund charges and costs
» Guidance (September 2012)
Statement of Recommended Practice for the Financial Statements of Authorised Funds
» Additional Guidance (July 2011)
» IMA SORP (October 2010)
» Feedback Statement (October 2010)
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)