10 December 2025 – The Guide to Complete the Lump Sum Tax Directive Application Forms has been updated to:
- Clarify when an in-active tax reference number will be accepted on a tax directive application.
- Emphasise the Fund’s duty to take into account the potential Double Tax Agreement (DTA) implications for non-resident clients.
- Clarify the process for applying for a tax directive where there is insufficient taxpayer information.
