CHARITY AUTHORISED INVESTMENT FUNDS

It gives me great pleasure to announce the launch of the new Charity Authorised Investment Fund structure.  As you will know this has been a work in progress for a number of years and I’m delighted to have finally got it ‘over the line’.  Many thanks must go to Julian Smith and Grania Baird of the Charity Law Association and Peter Capper of the Investment Association who have worked tirelessly to bring this to fruition.

You will find a model trust deed and a basic guide on the Investment Association’s website here http://www.theinvestmentassociation.org/investment-industry-information/policy-and-consultations/industry-guidance.html. 

The members letter can be accessed here.

We will be organising an eveng in November to discuss the new structure.  In the meantime, do get in touch with any questions

Kate Rogers, Chair, Charity Investors Group