Useful Links

IMA - the Investment Management Association. Most of the really useful information on taxation etc. is on the member's only pages. Publicly available information includes regularly updated figures for funds under management of member companies and the EMX site with regular monthly progress reports.

Compliance Exchange - a most useful site for compliance and administration professionals giving the latest updates and an excellent source of information for all things compliance

Compliance Online - another very useful general compliance site with news updated daily and various information sheets

CrestCo - market practice for Unit Trust and OEIC settlement

Data Protection Registrar - all unit trust managers have to be registered, you can check your registration at this site

Financial Times - the archive is really useful for searching on financial topics with over 5 million articles available from 3,000 organisations all round the world

Inland Revenue ISA site - for the handbook and latest bulletins on ISAs

Mondaq Business Briefing - provides business briefings on legislation and regulations

PIMA - PEP and ISA Managers Association

Securities Institute - the main professional organisation representing the securities industry. It provides FSA recognised exams and training courses for unit trust and OEIC administration

Stamp Office - provides guidance on the application of the new SDRT regime to OEICs and unit trusts

Winchester White - the highly regarded insurance and investment consultancy recognised for using very experienced market practitioners

Software companies:

Bank of New York - produces RUFUS

COR Systems - produces CO-STARS

WMS - produces LISA

MFTL - produces GFAS

Linedata - produces Fortis

FundSoft - produces Cobas

Tacit - produces Talisman

 

Third Party Admin companies:

Bank of New York

International Financial Data Systems

Mellon Fund Administration

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