Guidance

All guidance is accessible via the guidance tables below; please click on the relevant link:

  • Guidance table – For current fund types - Authorised, Regulated, Specialist, Qualifying, Exempt and Recognised Funds.
  • Guidance table - Superseded schemes (for historic fund types).

The guidance tables contain a brief description and link to each piece of guidance, and it shows which specific fund types it is applicable to.

Guidance relating to the Financial Services Rule Book or conduct of Class 3 activity can be found here.