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Joining The Investment Association

The Association has four categories of membership: Full, Asset owner, Affiliate and Sector. Further details can be found in A guide to joining The Investment Association .

Full membership

Full members are defined as firms that undertake investment management in the UK and/or operate UK-authorised investment funds.

We have around 200 full members, including: stand-alone investment management groups; the investment management arms of insurance, retail banking and investment banking groups; independent niche providers; and managers of occupational pension schemes.

Benefits of full membership include:

  • the opportunity to share in strategic thinking about the future of the industry
  • alerts about regulatory developments and the opportunity to give your input on proposals affecting the industry
  • regular updates about all of our activities
  • access to the members’ section of The Investment Association website, which includes standard documentation and industry standards/statistics, as well as reciprocal access to other firms’ fund sales data
  • access to expert staff at The Investment Association to raise queries
  • the opportunity to attend members’ meetings, workshops and discussion groups.

Affiliate membership

The Investment Association has around 70 affiliate members. Affiliate membership is available to those companies that provide services to full members of The Investment Association.

Affiliate members include fund supermarkets, third-party fund administrators, data providers, consultants, and accountancy and law firms.

Benefits of affiliate membership include:

  • the opportunity to share in strategic thinking about the future of the industry
  • regular updates about all of our activities
  • access to the members’ section of The Investment Association website
  • access to expert staff at The Investment Association to raise queries.

Asset owner

Asset owner members include institutional asset owners to include life and non-life insurers, pension funds and sovereign wealth funds.

Sector membership

Sector membership is very limited and is designed for those firms that do not wish to participate in any wider activities at The Investment Association, but wish to have their funds featured on The Investment Association sectors list.

Find out more

Membership subscriptions are based on market share for full members, and a set fee for affiliates and sector members.

For further information, please contact our Membership Officer at membership@theia.org or on 020 7831 0898.