Investment policy statements

The Charity Commission encourages charities that carry out investment to have a written investment policy. A charity’s investment policy should reflect its financial position and requirements, but essentially it should provide a framework to assist trustee decision-making and set out the objectives and key considerations for how investments should be made and managed. BWB’s Oliver Scutt outlines the position.

Click here to read the full article

This information is necessarily of a general nature and doesn’t constitute legal advice. This is not a substitute for formal legal advice, given in the context of full information under an engagement with Bates Wells.

All content on this page is correct as of October 18, 2017.