Register of Interests Form

An individual declaration of interests for trustees, committee members and senior staff, with a nil return option and a board-wide summary register.

Editable Word document
7
10pages
Guidance notes included
aml consultancy solutions

Charities

Register of Interests Form

About this document

What it’s for

A form for each trustee (and anyone else covered by the conflicts policy) to declare the interests that could conflict, or appear to conflict, with their duty to the charity. The completed forms make up the charity’s register of interests, which the board uses to spot and manage conflicts before they arise.

When to use it

  • When a new trustee, committee member or senior manager is appointed
  • Every year, with the annual declaration
  • Within [28] days of any change in a person’s interests

What’s inside

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.

  • Section 1 – Your details
  • Section 2 – Employment and business
  • Section 3 – Other charities, voluntary groups and public bodies
  • Section 4 – Financial interests
  • Section 5 – Land and property
  • Section 6 – Contracts, payments and services
  • Section 7 – Memberships and affiliations
  • Section 8 – Personal relationships and other interests
  • Section 9 – Nil return
  • For office use

How to complete it

  • The individual completes each section, writing “none” where nothing applies
  • Include interests of connected persons where relevant
  • Sign and return the form to the secretary
  • The secretary copies the key points into the summary register at the end

Key points to check

  • Declare interests that a reasonable person might think relevant, even if you think they are not
  • Keep the forms securely – they contain personal data

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.

Included in the pack

Charities

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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