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Speeches and Presentations 2010

Tax

Julie Patterson, Director of Authorised Funds & Tax at the IMA, explains how the taxation of UK-based authorised funds works and why the UK is now a highly competitive fund domicile.  She also sets out the IMA's agenda for what else needs to be done in order for the UK to capitalise on future European regulatory developments.

IMA Tax Seminar - Authorised Investment Funds

15 June 2010

Chairman's speech

Douglas Ferrans, Chairman of the Investment Management Association, in a speech at the Mansion House on Wednesday 9 June, talked about the importance of the customer and achieving "good outcomes for savers and investors - our customers".  He went on to challenge the financial services industry to deal effectively with the increase in intermediation which "delivers little or questionable benefit or value to our customers" and which "often manifests itself in conflicts of interest which clearly act against our customers' interests".

Speech: IMA chief poses challenge to industry - 9 June 2010
Press release: IMA chairman challenges the conflicts of interest in financial services - 10 June 2010  

Accounting standards

Liz Murrall, Director of Corporate Governance and Reporting, spoke at the IASB's Standard's Advisory Council on the strategic priorities for the user sub-group. 

User sub-group - The work plan post June 2011 - user notes and slides
22 February 2010

Audit

Liz Murrall, Director of Corporate Governance and Reporting, spoke at a Centre for the Study of Financial Innovation round table discussion held at Waterman's Hall wtih John Hitchins of PwC, Jonathan Hayward of Independent Audit Limited and Michael Power of the LSE. 

CSFI: The future role of bank auditors - a helping hand for the regulators? - notes 
1 March 2010

Corporate governance

Liz Murrall, Director of Corporate Governance and Reporting, spoke at the 2nd ISCA Corporate Governance Conference.

Incentivising engagement: The perspective of the investment management industry - speech notes and slides  
17 March 2010

 

 

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