ARCHIVED: This Practice Note has been archived and is not maintained. STOP PRESS: On 21 October 2025, as part of its Regulation Action Plan, the government announced that it considered that the Investment Association Public Register had served its purpose and that it was therefore asking the IA to discontinue it. The IA announced on the same day that the register would no longer be updated, and that its objectives would instead continue to be met through disclosure against the UK Corporate Governance Code and ongoing stewardship activities. See: Policy paper—A new approach to ensure regulators and regulation support growth and IA comment on the discontinuation of the Public Register. This Practice Note has therefore been archived and is no longer maintained or updated as of that date. Evolution of the IA public register In November 2016, the Department for Business, Energy & Industrial Strategy (BEIS) published a green paper on the reform of corporate governance and executive remuneration. See News Analysis: Lexis®PSL Share Incentives weekly highlights—1 December 2016. On 17 February

Law360: The Financial Conduct Authority's (FCA) proposed framework for determining pension scheme value could have 'significant consequences for customer outcomes' as currently set out, the Investment Association (IA) has warned.

The Investment Association (IA) has published its updated Principles of Remuneration, which outlines the views of IA members on the accepted approach to executive pay for most companies. This update follows a review aimed at ensuring the guidelines support a competitive remuneration environment while meeting the wider expectations of investment managers and their clients. The guidelines have been simplified to reflect evolving practices in the market and investor expectations.

The Investment Association's latest market analysis reveals a significant shift in January 2025, with £3bn in fund outflows contrasting December's £2.3bn inflow. This reversal was primarily driven by equity market uncertainties, with UK equities experiencing £1.7bn in outflows. The decline reflects multiple regulatory and economic challenges, including the implementation of new US trade tariffs under the Trump administration, UK inflation rising to 3%, and anticipated national insurance contribution increases. The market response has been particularly pronounced in UK-focused investments, with the UK All Companies sector recording the largest outflows at £1.2bn. These developments occur against a backdrop of changing monetary policy, with the Bank of England's recent base rate adjustment potentially being the last reduction for several months as inflation concerns persist.

This Practice Note provides practical guidance on the World Trade Organization’s (WTO) Investment Facilitation for Development Agreement. Introduction The WTO’s Investment Facilitation for Development (IFD) Agreement aims to improve the investment and business climate of Member States who are parties to the IFD Agreement by establishing rules and disciplines on investment facilitation to enhance the transparency, efficiency and predictability of the investment regulatory environment. Background Negotiations on the IFD Agreement commenced in December 2017. The negotiations were initiated by 70 Member State who issued a Joint Statement on Investment Facilitation for Development. The 70 Member States recognised the dynamic links between investment, trade and development in the global economy as well as the need for closer international cooperation at the global level to create a more transparent, efficient and predictable environment for the facilitation of cross-border investment. As such, these 70 Member States called for the negotiations on investment facilitation for development and for a concrete outcome on such negotiations by the 12th Ministerial Conference. By November 2019, the participating Member States grew

ARCHIVED: This Practice Note is archived and is no longer maintained. On 20 December 2017, the European Commission proposed an overhaul of the prudential regime for investment firms in the European Union, with the intention of creating a framework that was more proportionate and risk-sensitive. Under the new measures, which are set out in the Investment Firms Regulation (EU) 2019/2033 (EU IFR) and the Investment Firms Directive (EU) 2019/2034 (EU IFD), most EU investment firms are subject to simpler prudential rules than they previously were, while large, systemic firms that carry out bank-like activities and pose similar risks as banks are regulated and supervised in the same way as banks. This timeline outlines the key developments relating to the EU IFR and the EU IFD. Under the previous regime, investment firms in the EU, like banks, were subject to the prudential framework set out in the Capital Requirements Directive 2013/36/EU (EU CRD IV) and the Capital Requirements Regulation (EU) 575/2013 (EU CRR). Depending on their size and the services they

A group established by HM Treasury and chaired by the Pensions Regulator to oversee the development of best practice and guidance in investment governance and the application of the Myners principles.

A UK tax exemption which prevents the overseas profits of an offshore fund being subject to UK tax by reason of a UK permanent establishment being created by the UK investment manager.

The Investment Property Forum (IPF) developed this precedent as they found that it is very common for parties to a potential property transaction to enter into a non-disclosure agreement (NDA) in order to review certain marketing material and/or begin due diligence. Many sellers have their own favoured

The Investment Property Forum (IPF) developed this precedent as they find that it is very common for parties to a potential property transaction to enter into a non-disclosure agreement (NDA) in order to review certain marketing material and/or begin due diligence. Many sellers have their own favoured

The Investment Property Forum (IPF) developed this precedent as they found that it is very common for parties to a potential property transaction to enter into an Exclusivity Agreement (EA). Many sellers have their own favoured EA, each differing to some

The Investment Property Forum (IPF) developed this precedent as they find that it is very common for parties to a potential property transaction to enter into an Exclusivity Agreement (EA). Many sellers have their own favoured EA, each differing to some extent from