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
Priips
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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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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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Discounting net zero: Investment trust sector ‘re-embracing’ ESG values
JTC Groups’ Simon Gordon explains how the renewables trust sector is showing signs of recovery
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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
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House of Lords criticises FCA’s application of cost disclosure rules for investment trusts
Financial Services Regulation Committee said retained MIFID and PRIIPS rules has cost the UK an estimated £7bn
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Could one spreadsheet column solve the cost disclosure crisis for trusts?
Gravis’s Bill MacLeod explains how a FinDaTex tweak could prevent double-counting of investment company costs
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The ‘gruffalo’ in the room?: FCA releases interim measures to protect trusts from cost disclosure regulation
Regulators acknowledges that requirements ‘may not result in representative cost information being published’ for investment companies
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‘The end is almost in sight’: Gravis’s William MacLeod and Baroness Altmann on cost disclosure breakthrough
First reading of Bill to remove AIFMD classification from investment companies will take place next week
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Calls for judicial review into FCA as investment trust sector faces extinction
Cost disclosure regulation has been called “illegal and irrational” amid an “emergency situation” for investment companies
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Pimfa calls on FCA to simplify post-Priips disclosure rules
Quantity of mandatory information is a barrier to retail investors, the association has warned
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FCA takes industry’s temperature on Priips replacement
‘The current rules make it very difficult for consumers to get the information they need’