By Ray Russell

An creation to Fund administration introduces readers to the commercial cause for the lifestyles of money, the different sorts on hand, funding techniques and lots of different similar matters from the point of view of the funding supervisor. It supplies an summary of the total enterprise and explores the method and strategies of fund administration, functionality dimension and fund management. This up-to-date version displays new regulatory adjustments and advancements.

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Sample text

The price of units is determined according to regulations and based upon the value of the underlying assets, including income of the trust, plus or minus permitted charges. 18 AN INTRODUCTION TO FUND MANAGEMENT Common Investment Funds A ‘Common Investment Fund’ (CIF ) is a special form of collective investment scheme that can be established as a trust and as a charity under the Charities Act. Investment in CIFs is restricted to charities registered in England and Wales (or recognised by HM Revenue and Customs as such a charity) only.

The FSMA came into effect at midnight on 30 November 2001, a previously unspecified date known as ‘N2’2 and replaced, among other legislation, the Financial Services Act 1986, which had been operative from 2 ‘N1’ was in June 2001, when responsibility for supervision of banks transferred from the Bank of England to the FSA. ROLE OF FUNDS 37 ‘A-day’, 29 April 1988. Other legislation affecting (separately) banks, building societies, life companies and friendly societies, which was also a feature of the middle and late 1980s, has been incorporated into the FSMA.

Socie´te´ d’Investissement a` Capital Variable (SICAV), or . Fond Commun de Placement (FCP). , those with close links to the UK, such as the Channel ROLE OF FUNDS 21 Islands, Isle of Man and Bahamas, may also be recognised by the FSA. Venture Capital Trusts ‘Venture Capital Trusts’ (VCT ) are companies similar to investment trusts but with tax concessions for investors provided that within 3 years from its launch the company has invested at least 70% of its assets in new issues of smaller unquoted (or AIM-listed) companies.

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