Press | Cost Disclosure

28/03/25: CITYWIRE | Cost disclosure confusion prompts selling of infrastructure trusts

24/03/25: TRUSTNET | Investment trusts risk being booted from investment platforms if cost disclosure is not dealt with

20/03/25: CITYWIRE | Campaigners say FCA’s cost disclosure rules are unworkable

20/03/25: AIC | Exclude investment companies from the CCI regime

20/03/25: PORTFOLIO ADVISER | Confluence: Flexible retail disclosure has positives, but CCI framework comes with 'dangerous quirk'

20/03/25: INVESTMENT WEEK | PIMFA adds to CCI pile-on calling proposal 'overly complex and prescriptive'

19/03/25: INVESTMENT WEEK | Passives' proposed exclusion from FCA CCI adding to investor confusion and risks sending progress back to square one

19/03/25: TRUSTNET | Investment trust cost disclosure campaign group urges people to respond to consultation today

18/03/25: PENSIONS AND SAVINGS | Investment trusts under fire from FCA proposals for new consumer regime – why are active managers and investment trusts being disadvantaged?

18/03/25: FT ADVISER | Altmann and Bowles urge FCA to drop investment trusts from new rules

18/03/25: THIS IS MONEY | Investment trusts should be left out of looming City rules shake-up, say bosses

18/03/25: INVESTMENT WEEK | House of Lords' campaign group submits damming industry review of FCA's CCI framework ahead of deadline

17/03/25: PORTFOLIO ADVISER | Trust Talks with William MacLeod

30/01/25: INVESTMENT WEEK | Investors warn FCA they will shun investment trusts if CCI regime goes ahead

01/12/24: MAIL ONLINE | DIY investor platforms accused of bending law

29/11/24: CITYWIRE INVESTMENT TRUST INSIDER | Computer says 'no'; FCA says 'yes': Where are we now on cost disclosure reform?

07/11/24: KEPLER | Kepler Trust Intelligence publishes results of investor survey on investment trust cost disclosure reforms

31/10/24: PORTFOLIO ADVISER | Are platforms hampering the investment trust cost disclosure victory?

18/10/24: QUOTED DATA | Investment company cost disclosures - job done(?)

18/10/24: CITYWIRE | Fidelity reinstates RIT Capital as disclosure reform sees 3.8% annual ‘costs’ disappear

05/09/24: FT ADVISER | House of Lords to hear trusts cost disclosure bill

05/09/24: PORTFOLIO ADVISER | First reading of the investment trust bill: What will clearer cost disclosure rules mean?

09/08/24: INVESTMENT WEEK | Deep Dive: Labour should repeal 'double count' investment trust costs to help achieve long-term UK growth

25/07/24: FT ADVISER | Peer claims firms 'afraid to criticise FCA for fear of retaliation'

24/07/24: CITYWIRE | Treasury minister says gov't will consider trust disclosure reform options

23/07/24: PORTFOLIO ADVISER | Baroness Bowles sets out details of investment trust bill in the Lords

19/07/24: INVESTMENT WEEK | Investment trust cost disclosure bill back on parliamentary agenda

19/07/24: PORTFOLIO ADVISER | Investment trust cost disclosure bill to be introduced in the House of Lords

08/07/24: INVESTMENT WEEK | Investment trust industry calls on Labour to fix cost disclosure rules

02/07/24: INVESTMENT WEEK | What the asset management industry wants to see from the UK general election winners

26/06/24: FINANCIAL TIMES | Alliance Trust and Witan join forces to create £5bn investment trust

20/06/24: CITYWIRE | Why charges disclosure needs sorting urgently

14/06/24: FINANCIAL TIMES | What I learnt from your open-ended wisdom on closed-ended funds

31/05/24: CITYWIRE | Ros Altmann: 'Ongoing charges' are not right for investment companies

29/05/24: CITYWIRE | Henry Cobbe: Cost disclosure reforms would be a backwards step for transparency

28/05/24: THE TIMES | Buybacks head for record as investment trusts prop up flagging shares

15/05/24: PORTFOLIO ADVISER | 'Back to the Dark Ages': Industry calls for FCA consultation amid trust test-taking woes

15/05/24: PORTFOLIO ADVISER | Crash test: Industry calls for FCA consultation amid trust test-taking debate

11/05/24: FINANCIAL TIMES | Investment trusts troubles present an opportunity

08/05/24: CITY AM | Investment trust body calls for Treasury to fix unnecessary rules costing billions

07/05/24: THE AIC | AIC calls on treasury to announce its decision urgently.

07/05/24: DAILY TELEGRAPH | Restoring vibrancy to the listed funds sector of the LSE is vital to its success

02/05/24: ACCOUNTANCY AGE | Urgent action needed on FCA's misinterpreted investment trust rules

01/05/24: PORTFOLIO ADVISER | House of Lords criticises FCA's application of cost disclosure rules for investment trusts

01/05/24: FT ADVISER | Peers warn investment trusts under threat in letter to FCA

01/05/24: INVESTMENT WEEK | House of Lords condemns FCA's application of cost disclosure regime

01/05/24: INVEST MONEY UK | Peers warn investment trusts under threat in letter to FCA

01/05/24: TRUSTNET | Investment trusts are missing out on £7bn a year due to misleading costs, House of Lords tells FCA

25/04/24: INVESTMENT WEEK | Ros Altmann: The damaging bias against UK investment companies

19/04/24: FT ADVISER | Baronesses express 'alarm' about FCA's lack of transparency

07/04/24: MAIL ONLINE | Investment trusts eye up Swiss escape to avoid EU rules

05/04/24: FINANCIAL TIMES | Hedge funds circle struggling UK Investment Trusts

25/03/24: FINANCIAL TIMES | Green investment trusts face vote on future as shares slide

18/03/24: DAILY MAIL | City bosses tell Chancellor: Our investments are crippled by the EU's £7bn savings bombshell

12/03/24: TRUSTNET | A uniquely British success story and one we appear determined to ruin

11/03/24: INVESTMENT WEEK | Industry back Lords to call to reform 'misleading' investment trust cost disclosure

11/03/24: FT ADVISER | MPs and peers urge Treasury to amend proposed investment trust rules

11/03/24: PORTFOLIO ADVISER | Cost disclosure campaign steps up calls for trusts to be removed from AIFMD

06/03/24: PORTFOLIO ADVISER | Baroness Bowles calls FCA "illegal, irrational and inconsistent" amid AIFMD campaign

04/03/24: CITY AM | Spring Budget 2024: Investment trusts push for fee disclosure changes

26/02/24: PORTFOLIO ADVISER | Could one spreadsheet column solve the cost disclosure crisis for trusts?

24/02/24: CITYWIRE | FCA denies Altmann's charge of "dithering" over costs reform

20/02/24: PENSIONS AGE | Former Pensions Minister calls for Investment Trust Protection amid "flawed regulations"

20/02/24: FT ADVISER | Intervention for UK investment trusts a boost to markets

14/02/24: TRUSTNET | Political infrastructure failings can be fixed

08/02/24: MAIL ONLINE | UK capital markets reform must help investment trusts as they suffer heavy discounts, says Abrdn funds boss

30/01/24: CITYWIRE | AIC explains absence from Treasury response on trust costs

12/01/24: CITYWIRE | Trust costs deal in sight after 300 reply to Treasury in two days

23/12/23: MAIL ONLINE | This bonkers EU rule is starving our investment trusts of cash, Ros Altmann says

19/12/23: OCORIAN | Will UK Listed Companies continue to be Alternative Investment Funds in 2024?

12/12/23: PINSENT MASONS SOLICITORS | Regulatory uncertainty persists for listed investment funds in the UK

30/11/23: INVESTMENT WEEK | FCA under pressure to "quickly" deliver solutions to investment trust cost disclosure issues