THE CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT EDUCATIONAL TRUST

Registration #1139712 · Registered

20 FENCHURCH STREET LONDON EC3M 3BY

72
out of 100
Verified

The Charity was set up to promote for the public benefit the advancement and dissemination of knowledge in the field of securities and investment. There are restricted funds;The Hoare Nairne Scholarship Fund;Stephen Cooke Fund, Jonathan Timms Fund and Andrew Winckler prize. They sponsor a teaching post. CISI funds are restricted. Their use is in a letter. The objectives are in the accounts.

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Score Breakdown

Trustees & Governance12 / 25
Financial Health25 / 25
Filing History & Transparency15 / 30
Regulatory Standing10 / 10

Financial History

Latest spending ratio: 57.6% of income spent on charitable work

YearIncomeSpendingRatio
2022£276,806£159,36858%

Data sourced from the Charity Commission for England & Wales · Last scored 6/11/2026