Collection GB 0074 CLC/B/018 - ASSOCIATION OF INVESTMENT TRUST COMPANIES

Identity area

Reference code

GB 0074 CLC/B/018

Title

ASSOCIATION OF INVESTMENT TRUST COMPANIES

Date(s)

  • 1926-1996 (Creation)

Level of description

Collection

Extent and medium

367 production units.

Context area

Name of creator

Biographical history

The Association of Investment Trust Companies was formed in 1932 as the Association of Investment Trusts (the name changed in 1969, changing again in 2006 to the Association of Investment Companies). Investment trust companies have been in existence since 1868, companies formed for the purpose of holding investments. They do not trade in investments. The money raised by the issue of shares is invested and the greater part of the income is distributed as dividends and interest on its own capital. The Association was formed to represent the interest of these companies, and to provide information on the composition and performance of investment trusts. It was run by a general Committee, which met every second month, normally five times annually in London and once in Scotland. Special committees were appointed to consider the various matters dealt with by the Association. The Association was based at 62a Lombard Street (1932-4), Pinners Hall, Austin Friars (1934-6), Kent House, Telegraph Street (1936-57), 7 Angel Court (1957-75), Park House, 16 Finsbury Circus (1975-ca.2000), 8-13 Chiswell Street (ca.2000-5) and 24 Chiswell Street (from 2005).

Archival history

GB 0074 CLC/B/018 1926-1996 Collection 367 production units. Association of Investment Trust Companies , 1969-2006
Association of Investment Trusts , 1932-1969
Association of Investment Companies , 2006-

The Association of Investment Trust Companies was formed in 1932 as the Association of Investment Trusts (the name changed in 1969, changing again in 2006 to the Association of Investment Companies). Investment trust companies have been in existence since 1868, companies formed for the purpose of holding investments. They do not trade in investments. The money raised by the issue of shares is invested and the greater part of the income is distributed as dividends and interest on its own capital. The Association was formed to represent the interest of these companies, and to provide information on the composition and performance of investment trusts. It was run by a general Committee, which met every second month, normally five times annually in London and once in Scotland. Special committees were appointed to consider the various matters dealt with by the Association. The Association was based at 62a Lombard Street (1932-4), Pinners Hall, Austin Friars (1934-6), Kent House, Telegraph Street (1936-57), 7 Angel Court (1957-75), Park House, 16 Finsbury Circus (1975-ca.2000), 8-13 Chiswell Street (ca.2000-5) and 24 Chiswell Street (from 2005).

The records were deposited in the Manuscripts Section of Guildhall Library by the Association in 2005. The Guildhall Library Manuscripts Section merged with the London Metropolitan Archives in 2009.

Records of the Association of Investment Trusts, later the Association of Investment Trust Companies and then the Association of Investment Companies. The records comprise some constitutional documents, minutes of the various committees, annual reports and accounts and supporting papers, financial material, along with many files of correspondence on particular topics, as well as a large serie of files relating to members of the Association. These records are all held off-site and require 24 hours notice for access.

Records arranged by MS number, assigned during cataloguing at the Guildhall Library Manuscripts Section.

Access by appointment only. Please contact staff.

Copyright to this collection rests with the depositor.

English

Please see online catalogues at: http://search.lma.gov.uk/opac_lma/index.htm

See W S Gammell, The Association of Investment Trust Companies: the first 38 years, 1932-70, London 1973 (GL Pam 20189).

Compiled in compliance with General International Standard Archival Description, ISAD(G), second edition, 2000; National Council on Archives Rules for the Construction of Personal, Place and Corporate Names, 1997.

November 2010 to January 2011. Financial resources Financial markets Share dealing Business records Financial institutions Finance Investment Investment trusts Enterprises Companies Investment companies Information sources Documents Financial records Organizations Associations Trade associations Association of Investment Trusts , 1932-1969 Association of Investment Trust Companies , 1969-2006 Association of Investment Companies , 2006- City of London London England UK Western Europe Europe

Immediate source of acquisition or transfer

The records were deposited in the Manuscripts Section of Guildhall Library by the Association in 2005. The Guildhall Library Manuscripts Section merged with the London Metropolitan Archives in 2009.

Content and structure area

Scope and content

Records of the Association of Investment Trusts, later the Association of Investment Trust Companies and then the Association of Investment Companies. The records comprise some constitutional documents, minutes of the various committees, annual reports and accounts and supporting papers, financial material, along with many files of correspondence on particular topics, as well as a large serie of files relating to members of the Association. These records are all held off-site and require 24 hours notice for access.

Appraisal, destruction and scheduling

Accruals

System of arrangement

Records arranged by MS number, assigned during cataloguing at the Guildhall Library Manuscripts Section.

Conditions of access and use area

Conditions governing access

Access by appointment only. Please contact staff.

Conditions governing reproduction

Copyright to this collection rests with the depositor.

Language of material

  • English

Script of material

  • Latin

Language and script notes

English

Physical characteristics and technical requirements

Finding aids

Please see online catalogues at: http://search.lma.gov.uk/opac_lma/index.htm

Allied materials area

Existence and location of originals

Existence and location of copies

Related units of description

Related descriptions

Notes area

Alternative identifier(s)

Access points

Place access points

Name access points

Genre access points

Description control area

Description identifier

Institution identifier

London Metropolitan Archives

Rules and/or conventions used

Compiled in compliance with General International Standard Archival Description, ISAD(G), second edition, 2000; National Council on Archives Rules for the Construction of Personal, Place and Corporate Names, 1997.

Status

Level of detail

Dates of creation revision deletion

Language(s)

  • English

Script(s)

    Sources

    Accession area