Navigation path

Additional tools

  • Print version
  • Decrease text
  • Increase text
  • Choose high contrast version
  • Choose standard colour version




Profile of registrant

Investment Management Association

Identification number in the register: 5437826103-53
Registration date: 30/06/08 15:04:37

The information on this organisation was last modified on 11/06/14 15:46:50
The date of the last annual update was 11/06/14 15:46:50


Registrant : Organisation or self-employed individual

Name/company name: Investment Management Association
Acronym: IMA
Legal status: UK company limited by a guarantee, not for profit organisation
Website address: http://www.investmentuk.org

Sections

Section: II - In-house lobbyists and trade/professional associations
and more precisely: Trade, business & professional associations

Person with legal responsibility

Surname, Name: Mr  Daniel Godfrey
Position: Chief Executive

Permanent person in charge of EU relations

Surname, Name: Ms  Julie Patterson
Position: Director

Contact details:

Contact details of organisation's head office: 65 Kingsway 
London WC2B 6TD
UNITED KINGDOM
Telephone number: (+44) 0207831 0898
Fax number: (+) 
Other contact information:

Goals / remit

Goals / remit of the organisation: The IMA’s purpose is to ensure investment managers are in the best possible position to:
- Build people’s resilience to financial adversity
- Help people achieve their financial aspirations
- Enable people to maintain a decent standard of living as they grow older
- Contribute to economic growth through the efficient allocation of capital

IMA provides a centre of excellence on investment management and publishes regular data on the state of the industry. IMA members are committed to ensuring that high standards are maintained within the industry, to the benefit of investors and the industry itself.
The organisation's fields of interests are:
  • national
  • European
  • global

Number of persons engaged in activities falling under the scope of the Transparency Register

Number of persons: 15
Complementary information:

Persons accredited for access to European Parliament premises

First name Surname Start Date End Date
Florian Van Megen 17/07/14 15/07/15
Andrew Richard Timothy Metcalfe 28/02/14 26/02/15
KAREN BOWIE 05/10/13 03/10/14
JORGE MORLEY-SMITH 08/10/13 04/10/14
DANIEL CHARLES GODFREY 27/09/13 25/09/14
Julie Patterson 03/09/13 29/08/14

Activities

Main EU initiatives covered the year before by activities falling under the scope of the Transparency Register:


IMA works to promote a legal, tax and regulatory environment which is appropriate for the needs of investment managers and their customers, both in the UK, Europe and internationally. In Europe our main aim is to achieve a true Single Market in investment management.

Fields of interest for e-mail alerts on consultations and roadmaps;

Fields declared by the organisation:
  • Competition
  • Consumer Affairs
  • Economic and Financial Affairs
  • General and Institutional Affairs
  • Home Affairs
  • Internal Market
  • Justice and Fundamental Rights
  • Taxation
  • Trade

Networking

Information on (i) organisation's membership of any associations/federations/confederations or (ii) relationships to other bodies in formal or informal networks.




We are members of EFAMA (European Fund and Asset Management Association).

Financial data

Financial year: 01/2013 - 12/2013
Estimated costs to the organisation directly related to representing interests to EU institutions in that year: 200000  € - 250000  €
Amount and source of funding received from the EU institutions in financial year n-1 of registration
Procurement: 0 €
Grants: 0 €
Other (financial) information provided by the organisation:


Code of conduct

By its registration the organisation has signed the Transparency Register Code of Conduct.