Introductory guides

Please read overview and guidance, watch the introductory video and view the what to report on diagram to understand the structure and flow of the framework before downloading the modules. 


You should also view:

  • The main definitions guide which contains the main and most frequently used definitions in the framework.
  • The reporting process for information on reporting timelines, how to report and to find out what happens after you submit your report.

Modules

Download the modules in PDF or Word format. These documents haven’t been updated from 2020 to 2021 as the framework hasn’t changed.

ORGANISATIONAL OVERVIEW
STRATEGY AND GOVERNANCE
BUSINESS SPECIFIC MODULES

Investment consultancy

Reporting

Research and data provision

Active ownership services
CLOSING MODULE
  Mandatory
  Mandatory for organisations that provide this service.

Full Reporting Framework (PDF)

Full Reporting Framework (DOC)

The reporting process