August 2009

This is a non exhaustive list of news items which may be relevant to wrap platform providers and the providers of products which typically sit on the platforms.

HMRC

Funds

Draft guidance for authorised investment funds
Offshore funds with distributing status

Pensions

New contact details

OPSI

ISA

SI 2009/1994 ‘The Individual Savings Account (Amendment No. 2 Regulations 2009’

Funds

SI 2009/2199 ‘The Authorised Investment Funds (Tax) (Amendment No.2) Regulations 2009’
SI 2009/2036 ‘The Authorised Investment Funds (Tax) (Amendment) Regulations 2009’


These items were all posted during August 2009; whilst all links were tested at the time they were included no guarantee can be made as to how long they will continue to function.