Collection

Collective Investment Schemes and Authorised Investment Funds forms

Use these forms for Collective Investment Schemes and Authorised Investment Funds.

• From: HM Revenue & Customs
• Published: 15 December 2014

Collective Investment Scheme forms

• Initial registration as a reporting fund (CISC1)
  • 14 July 2015
  • Form
• Reporting fund - annual report (CISC2)
  • 14 July 2015
  • Form
• Offshore funds - apply for distributing fund status (CISC3)
  • 4 April 2014
  • Form
• Request for clearance of GDO and equivalent conditions (CISC4)
  • 14 July 2015
  • Form
• Genuine diversity of ownership clearance (CISC5)
  • 4 April 2014
  • Form
• Apply for entry into the Tax Elected Funds regime (CISC6)
  • 27 July 2018
  • Form
• Notice of entry into the Property Authorised Investment Funds regime (CISC7)
  • 14 July 2015
  • Form
• Application for approval as an investment trust (CISC8)
  • 29 April 2014
  • Form
• Certificate of residence request (CISC9)
  • 14 July 2015
  • Form
• Register a new Authorised Investment Fund (CISC10)
  • 14 July 2015
  • Form
• Apply for unauthorised unit trust exempt status (CISC11)
  • 14 July 2015
  • Form
• Exempt unauthorised unit trust - annual report (CISC12)
  • 15 October 2018
  • Form
• Make a Reserved Investor Fund notification to HMRC
  • 18 March 2025
  • Guidance

Authorised Investment Fund forms

• Authorised Investment Funds: interest distributions (R105 (AIF1))
  • 4 April 2014
  • Form
• Authorised Investment Funds: interest distributions and personal representatives (R105 (AIF2))
  • 4 April 2014
  • Form
• Authorised Investment Funds: interest distributions to non-trustees (R105 (AIF3))
  • 4 April 2014
  • Form
• Authorised Investment Funds: interest distributions to trustees (R105 (AIF4))
  • 4 April 2014
  • Form

Published 15 December 2014