Investment Trusts: Disclosure of Information

(asked on 2nd June 2025) - View Source

Question to the HM Treasury:

To ask His Majesty's Government what assessment they have made of the adequacy of information provided by retail investment platforms to investors in UK-listed closed-ended investment companies, and specifically that relating to whether charges are deducted directly from shareholders or are expenses paid by the company.


Answered by
Lord Livermore Portrait
Lord Livermore
Financial Secretary (HM Treasury)
This question was answered on 16th June 2025

In 2024, the Government legislated to enable the Financial Conduct Authority (FCA) to reform the UK’s retail disclosure regime to ensure consumers have access to the most useful information – including on risks, costs and performance – to support their investment decisions.
The FCA continue to engage with industry and will publish their final rules later this year.

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