Deadline | Action Required |
30 June | Fund Annual Return (FAR), FAR Filing fee, and 2024 audited financial statements for all funds with a year end of 31 December 2024 due. [1] |
31 July | FATCA/CRS Annual Report due. |
15 Sept | CRS Compliance form for 2024 reporting period due via the DITC Portal. |
October | Annual meeting by governing body to review and approve Corporate Governance compliance matters. |
[1] Audited annual financial statements, Fund Annual Return, and FAR filing fee must be submitted to CIMA by all CIMA-registered funds within six months of their financial year end.