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Effective Period

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To access the FCA Handbook Archive choose a date between 1 January 2001 and 31 December 2004 (From field only).

break fee

As Published: 2005

break fee

(in LR ) a fee payable by a listed company if certain specified events occur which have the effect of materially impeding a transaction or causing the transaction to fail. 18…

asset backed commercial paper programme

As Published: 2006

asset backed commercial paper programme

37 (for the purposes of BIPRU 9 (Securitisation) and in accordance with Part 1 of Annex IX of the Banking Consolidation Directive (Securitisation definitions)) a programme of securitisations (within t…

equity release intermediary

As Published: 2006

equity release intermediary

31 a firm with permission (or which ought to have permission ) to carry on equity release mediation activity .

Financial Ombudsman Service

As Published: 2001

Financial Ombudsman Service

the scheme provided under Part XVI of the Act (The Ombudsman Scheme) under which certain disputes may be resolved quickly and with minimum formality by an independent person . 2…

oil

As Published: 2001

oil

mineral oil of any description and petroleum gases, whether in liquid or vapour form, including products and derivatives of oil. 4…

equity

As Published: 2006

equity

34 (for the purposes of BIPRU 7 ) a share .

sickness

As Published: 2001

sickness

(in relation to a class of contract of insurance ) the class of contract of insurance , specified in paragraph 2 of Part I of Schedule 1 to the Regulated Activities Order (Contracts of general insuran…

plus factor

As Published: 2006

plus factor

43 (in BIPRU 7.10 (Use of a value at risk model)) an increase to the minimum multiplication factor based on backtesting exceptions as more fully defined in BIPRU 7.10.124 R (Capital calculations: Mult…

large e-money float exposure

As Published: 2002

large e-money float exposure

(in ELM ) an e-money float exposure or e-money float exposures that exceeds or together exceed 10% of an ELMI's own funds as specified in more detail in ELM 3.5.7 R (Calculation of large exposure). 3…

Treaty right

As Published: 2004

Treaty right

the entitlement of a Treaty firm to qualify for authorisation under Schedule 4 to the Act (Treaty Rights).2001/7…

BCOBS Sch 3 Fees and other required payments

As Published: 2009

BCOBS Sch 3 Fees and other required payments

national guarantee fund

As Published: 2001

national guarantee fund

(in relation to an EEA State ) a body which: (a) has been set up or authorised in that State in accordance with article 1(4) of Council Directive (84/5/EEC); and (b) provides compensation for damages…

compensation scheme

As Published: 2001

compensation scheme

the Financial Services Compensation Scheme established under section 213 of the Act (The compensation scheme) for compensating persons in cases where authorised persons and appointed representatives 6…

regulated sale and rent back activity

As Published: 2009

regulated sale and rent back activity

76 any of the following regulated activities : (a) arranging (bringing about) a regulated sale and rent back agreement (article 25E(1)); (b) making arrangements with a view to a regulated sale and ren…

gross adjusted claims amount

As Published: 2004

gross adjusted claims amount

12 (for the purposes of INSPRU 1.1 20 ) an amount, as defined in INSPRU 1.1.60R 20 to INSPRU 1.1.65G 20 , used in calculating the claims amount .

retail customer

As Published: 2003

retail customer

14 17 22 (in accordance with the meaning of 'consumer' in article 2(d) of the Distance Marketing Directive an individual who is acting for purposes which are outside his trade, business or profession.

time-scheduled buy-back programme

As Published: 2005

time-scheduled buy-back programme

15 (as defined in Article 2 of the Buy-back and Stabilisation Regulation ) a buy-back programme where the dates and quantities of securities to be traded during the time period of the programme are se…

decision notice

As Published: 2001

decision notice

a notice issued by the FSA in accordance with section 388 of the Act (Decision notices). 3…

SCV system

As Published: 2009

SCV system

(in COMP ) a firm's system for satisfying the FSA's SCV requirements . 86…

MiFID

As Published: 2006

MiFID

39 The European Parliament and Council Directive on markets in financial instruments (No. 2004/39/EC).See also MiFID Regulation and MiFID implementing Directive .