30 Mar 2023

The Investment Association (IA) is proposing updates to the stock transfer form for collective investment schemes to improve it for users, particularly retail consumers. More details about the proposals can be found here.

Any feedback on the proposed changes should be sent to stf23@theia.org by 30 June 2023

Tags

News Article Policy and Consultations

Author

Jacqui Bungay

Jacqui Bungay

Head of Policy and Company Secretary, AREF

Jacqui is AREF’s Company Secretary and provides policy guidance and secretariat services to AREF’s Board and Management Committee as well as many of AREF's committees and working groups.

Jacqui joined AREF in 2014 after working for over 25 years in fund compliance, client relationships and administration in the trustee and depositary sector.

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