Navigation path

Additional tools

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

Profile of registrant

The Investment 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 13/01/15 12:26:54
The date of the last annual update was 11/06/14 15:46:50

Registrant : Organisation or self-employed individual

Name/company name: The Investment Association
Legal status: UK company limited by a guarantee, not for profit organisation
Website address:


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: Mr  Richard Metcalfe
Position: Director, Regulatory Affairs

Contact details:

Contact details of organisation's head office: 65 Kingsway 
London WC2B 6TD
Telephone number: (+44) 0207831 0898
Fax number: (+44) 2078319975
Other contact information:

Goals / remit

Goals / remit of the organisation: The Investment Association’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

The Investment Association provides a centre of excellence on investment management and publishes regular data on the state of the industry. The Investment Association 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
Arjun Singh 11/11/14 07/11/15


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

The Investment Association 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


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.