Advice on investment policies
The Charity Commission require trustees to have
properly worked out policies on investment.
They strongly recommend in booklet
CC14 that charity trustees decide on an investment
policy for their charity, record it clearly in writing,
and keep it under regular review - if they have delegated
their investment function to an investment manager
these are legal requirements. Without an investment
policy, trustees are likely to find it difficult to
demonstrate that they are making good use of the charity's
funds.
Any investment policy should, for example, address
the following considerations:
- the need for enough resources for the charity
to carry out its present and future activities effectively;
- the level of acceptable risk and how to manage
it; and
- the charity's stance on ethical investment, if
any (see below)
Peter Brown & Co cannot advise on particular
investments – although we can introduce clients
to specialist advisors, and we can assist with strategic
planning.
As members of the AVN network of accountants, we
are a part of the National Campaign (http://www.thenationalcampaign.co.uk),
whereby members have committed themselves to giving
away £20 million pounds worth of professional
services to UK business and the voluntary sector,
in the form of discounted professional services. Many
services that we provide will reflect a discount representing
our contribution to the National Campaign.
As with all our services, our fees are highly competitive.
Our offices are set in a rural location, and therefore
we have low premises overheads. This means that we
are able to offer the highest quality services, very
often at the lowest price.
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