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Page updated
08 October 2024

Forms

All fund submissions to IA sectors

  • Static Data Form

Offshore fund submissions (non-ETF)

  • Offshore Guidance Notes
  • Offshore Guidance Note Tick List

ETF submissions

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  • ETF Guidance Note Tick List

Change Request Forms

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Guides

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  • Volatility Managed Guidance
  • Equity Income Sectors Yield Monitoring Tests

Recent Projects

  • Feedback Statement on the consultation to split the Global Bond sector – Jan 2021
  • Feedback Statement on the future of the Global and Specialist sectors – May 2021
  • Working Group conclusions on country of an asset assignment for IA sector monitoring – Nov 2021
  • Possibility of creating IA Multi Asset Income sector(s) – a review by the Sectors Committee - Dec 2023
  • UK and European Smaller Companies sectors – Revised definitions - April 2024

Fund Sectors

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