Guidelines
Following the merger of ABI Investment Affairs with the IMA on 30th June 2014, The Investment Association has assumed responsibility for guidance previously issued by the ABI.
1. Shareholder Priorities
Shareholder Priorities 2023 - February 2023
Shareholder Priorities and IVIS approach for 2022 - March 2022
Shareholder Priorities for 2021 - Supporting Long Term Value in UK-Listed Companies - January 2021
Shareholder Priorities for 2020 - Supporting Long Term Value in UK-Listed Companies - January 2020
2. Executive Remuneration
The Investment Association Principles of Remuneration - October 2024
Executive Remuneration During the COVID-19 Pandemic - Shareholder Expectations - 16 November 2020
Uncapped Incentive Plans – January 2011
Joint Statement on Executive Contracts and Severance by the ABI and NAPF – February 2008
3. Corporate Governance
Virtual-Only AGMs IA Position Statement - December 2017
The Investment Association - Guidelines on Audit Tenders - January 2017
Letter to FTSE Chairman - Board Oversight of profit expectations and dividend policy - May 2016
Companies Act and Articles of Association Guidance - October 2009
4. Reporting
The Investment Association Long Term Reporting Guidance - May 2017
The Investment Association Guidelines on Viability Statements - November 2016
The Investment Association Guidelines on Responsible Investment Disclosure – January 2007
Developments in Narrative Reporting – November 2006
5. Share Capital Management
Share Capital Management Guidelines - February 2023
Pre-emption Group – Disapplying Pre-emption Rights – A Statement of Principles – November 2022
Pre-emption Group - Template Resolutions - November 2022
Transaction Guidelines - November 2014
The Investment Association position on Lock-Up Agreements - April 2014
6. Fixed Income
The Investment Association Guidelines for New Issue Transactions in Fixed Income - October 2015
The Investment Association Position on Consent Fees - March 2015
The Investment Association - Special Committees - FAQs
Model covenants in Sterling and Euro Bond issues - June 2010
European Corporate Bond Markets: transparency, liquidity, efficiency - May 2006
European Government Bond Markets: transparency, liquidity, efficiency - May 2006
Improving the functioning of European bond markets: towards a consensus - April 2006
7. ABI Reports
Improving Corporate Governance and Shareholder Engagement - July 2013
Investibility of UK Banks - December 2012
Board Effectiveness - Updating progress, promoting best practice - December 2012
Comply or Explain - Investor expectations and current practices - December 2012
Board Effectiveness - Highlighting best practice: encouraging progress - September 2011