November 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.



SI 2009/3001 ‘The Offshore Funds (Tax) Regulations’


ISA bulletin No. 16
ISA return information and guidance
Changes to pension schemes online


Pension Schemes Newsletter No 38
Information re pension scheme returns

Guidance re the AFT return
Amendments to forms APSS301 and APSS313
Information re AFT returns
Updates to the RPS Manual


Updated negligible value list

Unit Trust

Amended version of draft legislation re unauthorised funds

These items were all posted during November 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.