Aim of this survey
This survey collects information about the investment in, and holdings of, various financial products at the end of the quarter.
The data are supplied to national accounts customers for use in the financial and sector accounts and the compilation of UK gross domestic product estimates within the UK National Accounts and the UK Balance of Payments. There are numerous other users within and outside government who use the data to produce various financial analyses and to inform policy decisions.
What you need to know
To complete the survey, you will need the following information:
the period you are reporting for
your short-term assets
your longer-term investments by acquisition and realisation
any commentary on significant movements to your data
a list of trusts included within the fund you are reporting for
All information you provide is strictly confidential.
Selection criteria: UK property unit trust fund managers authorised under the terms of the Financial Services and Markets Act 2000
Quarter 1: 23 March
Quarter 2: 23 June
Quarter 3: 22 September
Quarter 4: 18 December
Quarter 1: 16 April
Quarter 2: 16 July
Quarter 3: 15 October
Quarter 4: 14 January
Dispatch and return-by dates are a guide. They are subject to change due to national holidays and weekends.
Why you were selected
Your trust has been selected from a list of UK property unit trust fund managers authorised under the terms of the Financial Services and Markets Act 2000. The Property Unit Trusts: Quarterly Return of Transactions is conducted under the provisions of the Statistics of Trade Act 1947. Once selected, your trust is legally obliged to comply. You cannot appeal your selection.
Why you have received this survey
We survey trusts of all sizes to ensure our statistics are representative of the UK economy. The property unit trusts sample is not stratified due to the total population being small. All in-scope trusts are sampled quarterly and annually.
How to complete this survey
Please complete and return the questionnaire following the guidelines on the front page.
Reminders are issued automatically, so you may receive one if you submit data just before or after the return date.
At the moment this survey is not available to complete online. We are currently developing a secure online collection platform. You will receive a letter notifying you when you can complete the Property Unit Trusts: Quarterly Return of Transactions on our new platform. We appreciate your patience.
How to find out more information
You can call us on 01633 456972. Please contact us on 0300 1234 921 if you would like to speak to someone in Welsh.
Er mwyn gwneud cais am ffurflen Gymraeg - 0300 1234 921