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TCFD product

108any of the following:

  1. (1) an authorised fund, but:
    1. (a) excluding an authorised fund which is a feeder UCITS or a feeder AIF; and
    2. (b) where the authorised fund is an umbrella scheme, each sub-fund of the umbrella is considered to be a TCFD product;
  2. (2) in relation to an insurance-based investment product, personal pension scheme, stakeholder pension scheme or SIPP provided or operated by an insurer or pure reinsurer:
    1. (a) with-profits fund;
    2. (b) linked fund; or
    3. (c) a pre-set investment portfolio;
  3. (3) in relation to a personal pension scheme, stakeholder pension scheme or SIPP operated by a firm which is not an insurer or pure reinsurer:
    1. (a) an authorised fund;
    2. (b) a closed-ended investment fund; or
    3. (c) a pre-set investment portfolio;
  4. (4) an agreement or arrangement under which a firm provides the client with portfolio management; and
  5. (5) an unauthorised AIF managed by a full-scope UK AIFM or a small authorised UK AIFM, unless it is:115
    1. (a) a closed-ended AIF that makes no additional investments after 22 July 2013 (see regulation 74(1) of the AIFMD UK Regulation);115
    2. (b) a SEF; or115
    3. (c) an RVECA.115