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PART C APPENDICES TO RULES FOR PERSONAL RETIREMENT SCHEMESPart C Appendices to Rules for Personal Retirement SchemesAPPENDIX 4 (SLC 2.3.4 of Part B of the Pension Rules for Personal Retirement Schemes)Annual Report The contents of the Annual Report are primarily the responsibility of the Scheme and the Retirement Scheme Administrator, as applicable. Moreover, any ServiceProvider such as the Investment Manager and/or Custodian (where applicable) and the Auditor or Actuary (where applicable)
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Gather all relevant information that needs to be included in the appendices.
02
Organize the information in a clear and logical order.
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Follow the specific format guidelines provided in the main rule document.
04
Label each appendix clearly with appropriate titles.
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Submit the appendices along with the main rules document.

Who needs appendices to rules for?

01
Regulatory bodies needing detailed clarification on rules.
02
Organizations that have to comply with specific regulations.
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Individuals or teams responsible for implementing the rules.
04
Legal professionals who require comprehensive understanding of the rules.
05
Auditors or reviewers who need to assess compliance.
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Appendices to rules provide supplementary information, guidelines, or clarifications that support the main rules and regulations.
Individuals or organizations subject to the main rules or regulations are typically required to file appendices. This may include businesses, regulatory bodies, or governmental agencies.
To fill out appendices to rules, individuals should reference the specific instructions provided in the main rules, gather the required information, and complete each section clearly and accurately.
The purpose of appendices to rules is to provide additional context, examples, or resources that enhance understanding and compliance with the main rules.
The information required to be reported on appendices usually includes data relevant to compliance, examples of practices, supporting documents, and any other information specified in the main rules.
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