Volunteer Opportunity Details

PLEASE NOTE: you need to LOG IN in order to be eligible to apply and access the APPLY TODAY button

< return to list

Consultation working group - HM Treasury's call for input on the UK funds regime

Signup Deadline: 03-03-2021
Starts: 08-03-2021
Ends: 20-04-2021


No of Member Volunteers required

Up to 8

Timeframe and Commitment

4 hours/week until 20 April 2021

HM Treasury (HMT) has published a call for input seeking views on how to maintain the competitiveness of the UK fund management industry. 

The Call for Input poses a total of 38 questions around the UK’s approach to funds taxation, funds regulation and opportunities for wider reform in an initiative to find ideas to support the growth of the UK’s asset management and fund administration sectors.

CFA UK aims to bring together a working group to focus on the questions relating to funds regulation and wider opportunities and tackle product strategy issues such as:

  • Should regulation permit a funds product set up to allow income distribution from capital?
  • What measures could the UK introduce to help foster a UK-based ETF market?
  • What measures could the UK introduce to promote Investment Trusts - both to firms to launch them and for end-investors to buy into them?
  • How could the UK best achieve consistent branding for UK fund structures that target only professional investors?
  • How can the UK ensure the UK offers the right expertise for fund administration activity?
  • Which overseas markets would be most attractive for UK-based Authorised Investments Funds to target for growth and how can the government promote that objective?

The purpose and activity of this working group is to:

  • Author a letter to HMT responding to their Call for Input
  • Reflect the views of CFA UK’s members and the investment profession in that response

Who are CFA UK looking for?

  • Members who are day-to-day involved in fund marketing and product development
  • Availability for 4 hrs/week until 20th April (split approximately 40% in virtual meetings and 60% in preparation)

What will you get out of it?

  • Purposeful participation in a group looking to influence UK government policy in the asset management sector
  • Networking with and benefiting from the professional experience of other CFA UK members
  • Opportunity to present your findings to CFA UK’s Professionalism Steering Committee

Compliance Notes:

  • Group members should seek prior compliance clearance from their employers
  • Members will participate in a personal capacity and not as representatives of their employer
  • Group members will be expected to have read CFA UK’s guidance notes on EU Competition Law prior to attending and to conduct themselves in accordance with these notes
  • Group members will participate in a personal capacity and not attend as representatives of their employer

Volunteers Needed:

8 (8 open slots)

Experience Required:

4 - 6 Years Industry Experience


Marissa Charles