Conflicts of Interest Policy and Register

A policy that explains how the charity’s trustees (and senior staff) identify, declare, record and manage conflicts of interest and conflicts of loyalty, including the rules for paying trustees or connected persons. It comes with an annual declaration and three registers: declared conflicts, trustee payments and benefits, and gifts and hospitality.

• Adopt it when the charity is set up and review it every year
• Use the registers at every board meeting
• Refer to it whenever the charity might contract with, pay or benefit a trustee or someone connected to them

• Insert the charity’s name and the gifts threshold in clause 9
• Check clause 8 against the trustee benefit clause in your governing document
• Adopt it at a board meeting and record the minute reference in the document control table
• Ask each trustee to complete the Register of Interests form in this pack