THE CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT EDUCATIONAL TRUST
Registration #1139712 · Registered
20 FENCHURCH STREET LONDON EC3M 3BY
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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About THE CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT EDUCATIONAL TRUST
THE CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT EDUCATIONAL TRUST is a registered charity in England and Wales (registration number 1139712). Based on official Charity Commission data, it holds a "Verified" rating with a CharityScore of 72/100 — a well-rated and transparent charity that meets strong governance standards. This indicates a reliable charity with strong fundamentals across most of our assessment criteria. In its most recent reporting year (2022), THE CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT EDUCATIONAL TRUST reported a total income of £276,806 and total expenditure of £159,368, a spending ratio of 58% suggesting a reasonable but not exceptional allocation to charitable activities. According to the Charity Commission register, THE CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT EDUCATIONAL TRUST describes its activities as follows: 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. Our analysis found no significant governance concerns for THE CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT EDUCATIONAL TRUST. No regulatory actions, filing failures, or financial anomalies were detected in the available public data. This profile is based on data publicly available from the Charity Commission for England and Wales and is updated periodically as new filings are processed. CharityScore UK provides independent, data-driven transparency ratings to help donors give with confidence — we are not affiliated with this charity or any government body.
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Financial History
Latest spending ratio: 57.6% of income spent on charitable work
| Year | Income | Spending | Ratio |
|---|---|---|---|
| 2022 | £276,806 | £159,368 | 58% |
Data sourced from the Charity Commission for England & Wales · Last scored 6/11/2026