26 Nov 2019

Compliance of 2019 Code of Practice

We are currently working on moving the Code of Practice Self-Certification process online, but unfortunately this will not be completed until next year.  Therefore, for 2019 we are continuing with the existing process.

The Process for 2019

Member Firms should complete a 2019 Self-Certification Template and Form.  These should be sent to code@aref.org.uk by 31 December 2019.

Quality Mark 2019

On receiving a fully completed Template and Form confirming compliance with the Code of Practice, AREF will issue the 2019 Quality Mark to a Member Fund.

Need help?

If you have any questions relating to the Code of Practice, please email Jacqui Bungay: code@aref.org.uk.

Author

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.