27 Jan 2021

HMT have published a Call for Input on the Government’s review of the UK funds regime. They are seeking input on issues across both tax and regulation. This includes enhancing existing fund structures and introducing new ones such as the Professional Investor Fund, proposed by AREF, and the Long-Term Asset Fund put forward by the IA.

The Call for Input closes on 20 April 2021.

AREF’s Public Policy and Tax Committees will be leading on AREF’s response. We welcome members’ views; please send these to Jacqui Bungay (jbungay@aref.org.uk) in relation to regulations and Anshita Joshi (ajoshi@aref.org.uk) regarding tax. Also, we would encourage members to respond direct to the Call for Input.


Jacqui Bungay

Jacqui Bungay

AREF Secretariat, AREF

Jacqui provides policy guidance and secretariat services to the AREF Board and AREF Management Committee as well as the following AREF Committees: Corporate Governance, ESG & Impact Investing, Investor, Public Affairs, Research and Information and Retails Funds. In addition, Jacqui monitors members’ compliance with AREF’s Code of Practice. 

Jacqui joined AREF in 2014 after working for over 25 years in fund compliance, client relationships and administration at Natwest Trustee & Depositary Services.