Collective Investment Schemes Law and Practice

The definitive guide to the law and practice relating to both unit trusts and open ended investment companies, Collective Investment Schemes:

• Provides a complete reference to the rules and regulations governing the operation and management of unit trusts and OEICs
• Explains the positions of trustees, managers and unitholders
• Deals with such key areas as advertising, valuation and pricing, investment powers, accountability, remuneration and conduct of business
• Covers both the regulation of the structure of unit trusts and OEICs, as well as the investments made by them
• Examines the taxation of unit trusts, open ended investment schemes and investors
• Refers to key cases and decisions which have shaped the regulations surrounding unit trusts and OEICs
• Thoroughly examines the impact of the Financial Services and Markets Bill and its subsequent amendments
• Reproduces relevant legislation, delegated legislation and SIB rules

Updating releases are charged for individually when published.

2 updating releases published per annum.