A trustee-approved investment policy covering objectives, risk, cash, responsible investment, managers and review, in line with Charity Commission guidance CC14.
Charities
Investment Policy
About this document
A written investment policy for a charity that holds cash deposits or investments. It follows the Trustee Act 2000 duties and the Charity Commission’s guidance “Investing charity money: a guide for trustees” (CC14), including the guidance on responsible investment that followed the 2022 Butler-Sloss court decision.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
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Charities
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Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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