Online Rulebooks and Relevant Laws

Regulators often make their rules available on the internet. Here are some links that can save Compliance Officers the effort of reaching for the bookshelf. Please note that whilst every effort is made to reflect currently applicable material certain rules and laws linked to from this page may have been amended subsequently and you should consult a professional before placing reliance on them



UK Rules and Guidance

Link

Description

FSA Handbook of Rules and Guidance Browse the Financial Services Authority's online version of the Handbook - the rules that various types of financial business in the UK must observe.
JMLSG Guidance Joint Money Laundering Steering Group of the British Bankers Association publishes anti-money laundering guidance notes for the financial sector
The City Code The City Code for Takeovers, mergers and substantial acquisitions of shares
New Collective Investment Schemes Regulations Regulations governing the operation of Authorised Collective Investment Schemes in the UK. "COLL" section in FSA Handbook
OEIC Regulations Regulations governing the operation of Open Ended Investment Companies. Statutory Instrument 2001/1228
MiFID Connect All you ever wanted to know about the Markets in Financial Instruments Directive

UK Acts of Parliament - Primary Legislation

Act

Description

Acts of Parliament HM Stationery Office - online library of UK Acts of Parliament since 1988
FISMA HM Stationery Office - The Financial Services and Markets Act 2000
Other useful UK Acts
and Bills
Anti-terrorism, Crime and Security Act 2001
Bank of England Act 1998
Companies Act 1989
Competition Act 1998
Criminal Justice Act 1993
Data Protection Act 1998
Electronic Communications Act 2000
Finance Act 1992
Finance (No. 2) Act 1992
Finance Act 1997
Finance (No. 2) Act 1997
Freedom of Information Act 2000
Human Rights Act 1998
Income and Corporation Taxes Act 1988
Proceeds of Crime Act 2002
Public Interest Disclosure Act 1998
Regulation of Investigatory Powers Act 2000
Terrorism Act 2000
Trustee Act 2000
Trustee Investments Act 1961 A Guide
Bills (laws in draft) before Parliament

UK Statutory Instruments - Secondary Legislation

Instrument

Description

Statutory Instruments since 1987 HM Stationery Office - online library of UK Statutory Instruments since 1987; includes current draft SIs
Inland Revenue Statutory Instruments The IR's online library of Statutory Instruments affecting taxation matters such as ISAs and PEPs
The Regulated Activities Order (SI 2001 No. 544)
Exemption Order (SI 2001 No. 1201)
Business Order (SI 2001 No. 1177)
A crucial appendix to FSMA, this document defines what types of business are regulated under under that Act
The Money Laundering Regulations 2003 (SI 2003 No. 3075) Rules that UK financial services firms must observe to assist in discouraging financial crime
Financial Promotion order 2005 (SI 2005 No. 1529) Instrument defining the scope of investment advertising rules
Distance Marketing Regulations 2004 (SI 2004 No. 2095) Marketing rules
ECD Regulations 2002 (SI 2002 No. 1775) Rules for Electronic Commerce
Appointed Representative Regs 2001 (SI 2001 No. 1217) Rules for tied and multi-tied agents
The Investment Services Regulations 1995 (SI 1995 No. 3275) The "ISD Regulations" - governing firms that are subject to the Investment Services Directive
Individual Savings Account Regulations 1998 (SI 1998 No. 1870);
The Individual Savings Account (Amendment) Regulations 2001 (SI 2001 No. 908)
Regulations for ISA's - UK tax shelters for individual savers
The Stakeholder Pension Schemes Regulations 2000 (SI 2000/1403) Regulations for Stakeholder Pensions Managers
The Venture Capital Trust Regulations 1995 (SI 1995/1979)
The Venture Capital Trust (Amendment) Regulations 1999 (SI 1999/819)
Tax-driven Regulations for Venture Capital Trusts