TISA Exchange | TEX TISA Exchange - Council

Legal Council

Legal Council

Overview:
The TeX Legal Advisory Council has been established to review and make recommendations for updates as required by TeX to the associated legal agreement documentation, which consists of:

1. Articles of Association
2. Competition Policy
3. Contract Terms
4. Glossary
5. Privacy Policy
6. Application Form
7. By Laws
8. Whistleblowers Policy
9. Service Legal Agreement

The Council comprises a broad range of TeX members, including large banks, platforms, fund managers, TPAs and TAs.

All TeX Councils are open to TeX members only, although observers may be invited on occasion where necessary.

Specific area of focus:
The Councilís main objective is to ensure that the legal agreements remain flexible, are updated as required and continue to be relevant, in order that they meet the continued needs of TeX members

TISA Lead: Jeffrey Mushens


Secretariat: Alison Kennedy


Chair: Marcus Hennies (FIL Administration Ltd)


Deputy Chair: Tom Clark (Integrated Financial Arrangements Plc)


Members:
Charles Kilkenny (Actuare Ltd)
Ben Cocks (Altus Ltd)
James Dodds
(Barclays Wealth)
Sharn Rai
(Calastone)
Joy Doran (Capita)
Emma Chee
(HSBC)
Kerrie Fleetwood/Darren Porter
(IFDS)
Nicola Riddel (Integrated Financial Arrangements Plc)
Samina Kauser (Investment Funds Direct Ltd)
John Acton
(JPMorgan)
Andy Tamlyn (Northern Trust)
David Aspinall (Old Mutual Wealth)
Kenneth May/John O'Hara
(Origo Services Ltd)
Brendan Kenny/Helen Manley/Amanda Gardner
(Pershing)
Jenny Hotchin/Tobin Ashby
(Pinsent Masons)
Mark Shaw (SEI Investments)
Jamie Campbell/David Davidson/David Maxwell
(Standard Life)