Advice for Trustees
In England and Wales, the Trustee Act 2000 states that trustees must consider ‘standard investment criteria’, including:
- The suitability of the investments to the trust
- The need for diversification of the investments
These will form the background to our assessment of your charity’s requirements and should ensure that from the outset we have a comprehensive understanding of your investment needs. We also provide bespoke training for trustees.
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