Authorised fund that needs changes

To amend an authorised fund, first you must submit the relevant application form and supporting documents to us.

Read more on how to amend an authorised fund[1].

Find out what we expect in Authorised fund applications[2]. 

You can submit a draft application for our comment before starting the formal process.

We’ll review the proposed changes in the usual way. 

Note that our approval is only for the proposed changes and not for the use of a label. 

You can only make the changes after we have approved them. 

Once the changes have been made, you need to notify us about the label.

If we approve your changes to fund disclosures and the changes become effective, complete the Connect form to notify the FCA.

Complete 1 form per label.

You do not need to pay a fee. 

Log in to Connect with your firm’s existing registration details. Then go to the ‘Firm Notifications’ section on Connect.

You need to provide:

• Product Reference Number (PRN) for your fund.
• Which investment label you wish to use.
• Start date for when you want to use the label.

Once you’ve notified us, download the label from Connect.

Display the label and publish the associated consumer-facing disclosure as required under our rules.