Costs and Charges

Costs and charges disclosure features high on the regulatory agenda in both the UK and across Europe

Data Delivery Frameworks

The current suite of data delivery templates covers a range of UK and European requirements

Fund Operations

The IA and a range of other bodies have provided information to encourage better standardisation and efficiency in the industry

Guidelines for Investee Companies

IA series of guidelines in which it sets out member expectations on issues such as corporate governance, share capital management, and other issues relating to capital markets

Industry Guidance


Statement of Recommended Practice (SORP) for the Financial Statements of UK Authorised Funds

Investments & Capital Markets