Welcome to our Useful Links page — your curated hub for trusted resources in the CASS and UK investment management space. Here, you’ll find direct access to the latest regulatory guidance, key industry bodies, and practical tools to support your compliance journey. From detailed CASS rules to trade association contacts, these links are handpicked to keep you informed, connected, and confident.
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CASS Sourcebooks
Explore the FCA’s full suite of Client Assets Sourcebook (CASS) chapters, from foundational principles to specialist rules for client money and custody assets. Each chapter’s PDF version is linked here as plain HTML code, ready for easy embedding or sharing. Use this resource as your go-to reference for understanding the detailed regulatory framework that governs client money and asset protection in the UK financial services industry.
This section brings together essential best practice guides developed by leading industry bodies and experts. These resources offer practical insights, governance tips, and real-world case studies to help you strengthen your approach to client asset protection, reconciliation processes, and broader compliance activities. Use them to refine your internal practices and align with evolving regulatory expectations.