1 / 7

Alliance Trust PLC 125th Annual General Meeting

Alliance Trust PLC 125th Annual General Meeting. Alan Trotter Finance Director 3 May 2013. Alliance Trust – then and now. 2012 highlights. Financial performance. Regulatory Forward Radar. AIFMD – Alternative Investment Fund Managers Directive

alec-ingram
Download Presentation

Alliance Trust PLC 125th Annual General Meeting

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Alliance Trust PLC125th Annual General Meeting Alan TrotterFinance Director 3 May 2013

  2. Alliance Trust – then and now

  3. 2012 highlights

  4. Financial performance

  5. Regulatory Forward Radar • AIFMD – Alternative Investment Fund Managers Directive • 3MLD Review – 3rd Money Laundering Directive Review • CRD IV – Capital Requirements Directive IV • FATCA – Foreign Account Tax Compliance Act • COREP – Common Reporting • PRIPs – Packaged Retail Investment Products • MAD – Market Abuse Directive • MIFID II – Markets in Financial Instruments Directive II • RDR – Retail Distribution Review • CASS – Client Assets • EMIR – European Markets Infrastructure Regulations • UCITS – Undertakings for Collective Investment in Transferable Securities

  6. Alliance Trust Investments • Total assets under management and advice increased by 248% to £1.9bn • £1.2bn new business from Aviva Investors (August 2012)

  7. Alliance Trust Savings • Operating loss reduced to £0.4m • Non core disposals – Full SIPP (Jan 2013) and Small Self Administered Scheme (June 2012) businesses • Assets under administration £4.1bn with 74,231 customer accounts

More Related