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Regulation & Legislation

The town hall at Ramsey

A licence to carry on the Class 2 regulated activity of investment business includes advising on and dealing in investments; arranging deals in investments; managing investments belonging to another person; providing administration; and safeguarding of investments. The term 'investment' includes traditional investment instruments as well as derivatives.

Collective Investment Schemes

AXA Knight

The Collective Investment Schemes Act 2008, which came into operation on 1 August 2008, contains the statutory framework for the regulation of collective investment schemes, more commonly known as unit trust, mutual funds or open-ended investment companies. Businesses that provide services to Collective Investment Schemes are required to hold a Class 3 licence.

Investor Protection

Use the following link: www.isleofmanfinance.gov.im/funds/investorprotection.xml

AIM Market

There has been a significant and steady stream of new admissions to the AIM Market, with a growing number of new applicants using an Isle of Man vehicle to access the market. An Isle of Man public limited company listed on AIM is not a regulated entity in the Isle of Man and from 2006, a zero rate of corporate tax applies.