Kepler: Lack of clear framework for trust fee disclosure causes confusion for investors
25% of Kepler’s retail investor base plan to allocate more to investment trusts following the change in disclosure rules
cost disclosure
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Are platforms hampering the investment trust cost disclosure victory?
The likes of Hargreaves Lansdown are continuing to require the Mifid template from investment companies
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FundCalibre: Infrastructure is on the comeback
‘Clear signs of a fightback’ as monetary policy returns
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AIC: Cost disclosure breakthrough does not apply to VCTs
The AIC was ‘disappointed’ to learn draft legislation exempting trusts from cost disclosure requirements does not include VCTs
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Investment companies will no longer be required to produce KIDs
A draft Statutory Instrument proposed by HM Treasury found EU-inherited cost disclosure rules are ‘not accurate’
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Trust cost disclosure bill receives first reading in House of Lords
Following the change of government in July
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First reading of the investment trust bill: What will clearer cost disclosure rules mean?
The bill discussed in the House of Lords today will reshape industry practices, according to these four commentators
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Baroness Bowles sets out details of investment trust bill in the Lords
She said the trust sector had lost out on ‘£30bn and counting’ through the ‘glitch’ of cost disclosure rules for investment trusts
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Investment trust cost disclosure bill to be introduced in the House of Lords
Baroness Bowles’s Listed Investment Companies Bill will be heard on 5th September
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Portfolio Adviser’s editor wins Headlinemoney B2B Story of the Year award
Lauren Hardy received the accolade for ‘Calls for judicial review into FCA as investment trust sector faces extinction’
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Investment trust industry calls on Labour to resolve cost disclosure issue
AIC chief executive Richard Stone says resolving the issue of double-counting could be an early win for the new government
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AIC calls on Treasury to urgently address investment trust cost disclosure issue
CEO Richard Stone says current disclosure rules are ‘hamstringing demand’ for the trust sector