1. Introduction What this Guidance covers This Guidance sets out some of the key points to consider if your charity has investments or is thinking about investing and how your duties as charity trustees apply. It is intended to help charity trustees feel confident and informed as they approach this aspect of their charity’s finances. It is not detailed guidance on all the requirements of the , but should help you make decisions about your money today and in the future, keeping in mind the duties of charity trustees. Legal requirements are something that the law says you must do and are highlighted by the Duty’ icon: ‘Legal
1. Introduction What this Guidance covers This Guidance sets out some of the key points to consider if your charity has investments or is thinking about investing and how your duties as charity trustees apply. It is intended to help charity trustees feel confident and informed as they approach this aspect of their charity’s finances. It is not detailed guidance on all the requirements of the , but should help you make decisions about your money today and in the future, keeping in mind the duties of charity trustees. Legal requirements are something that the law says you must do and are highlighted by the ‘Legal Duty’ icon:
v10_charity-investment-guide_large-print.docx