HM Revenue and Customs Brief 41/08
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Issued 4 September 2008
HMRC Centralisation of authorised investment funds and investment trust
Earlier this year, we announced that we intended to centralise our processing
and compliance work relating to Authorised Investment Funds (AIFs) and
Investment Trust Companies (ITCs) in one location. The chosen location is our
Sheffield office, which already houses the Offshore Funds Centre and deals with
Offshore Funds and Unauthorised Unit Trusts, and this will now include the
Collective Investment Schemes Centre. Both the Investment Management Association
and the Association of Investment Companies were informed of this decision.
We plan to bring together the computer records and the files for all AIFs and
ITCs in Sheffield over the next few weeks. We will shortly contact customers and
their managers or agents to notify them of the prospective date of transfer of
the records for each case. Until then, customers should continue to correspond
with their existing Tax Office. Customers’ Unique Taxpayer References (UTRs)
will remain unchanged following the transfer and should continue to be used in
all communications with us.
The address of the Sheffield office, to which all correspondence should be
sent once notification of transfer of records is received, is:
Collective Investment Schemes Centre
5 Young Street
We will announce details of contact names and telephone numbers in due
course. In the meantime, should you have any questions about the centralisation
programme, you can contact the team manager, Paul Wyer, on Tel 0114 2969 341.
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Article Published/Sorted/Amended on Scopulus 2008-09-07 20:24:15 in Tax Articles