The Chartered Institute For Securities And Investment
- Country
- England & Wales
- Charity number
- 1132642
- Status
- Registered
- Registered
- Nov. 11, 2009
- Legal form
- Other
- Area of benefit
- The United Kingdom And Overseas
Address
- Address
- 20 FENCHURCH STREET
LONDON
EC3M 3BY
Contact
- Phone
- 02076450603
- [email protected]
- Website
cisi.org
Activities
To promote for Public Benefit the advancement of knowledge in the field of securities and investments; to promote and develope ethical standards for practitioners in the field of securities and investments; to act as an authoritative body for the purpose of consultation and research in matters of education or public interest concerning investment in securities. See the list on the CISI website.
Objects: To Promote For The Public Benefit The Advancement And Dissemination Of Knowledge In The Field Of Securities And Investments, To Develop High Professional, Educational And Ethical Standards For Practitioners In Securities And Investments And To Promote Such Standards In The United Kingdom And Overseas, And To Act As An Authoritative Body For The Purpose Of Consultation And Research In Matters Of Educational Or Public Interest Concerning Securities And Investments.
Classification
- How
- Acts As An Umbrella Or Resource Body
- What
- Education/training
- Who
- The General Public/mankind
Areas of operation
- Country
- Australia, China, India, Ireland, New Zealand, Northern Ireland, Scotland, Singapore, Sri Lanka, United Arab Emirates
- Region
- Throughout England And Wales
Finances
| Period end | Income | Expenditure | Assets | Employees |
|---|---|---|---|---|
| March 31, 2025 | £20,445,992 | £20,265,913 | £19,146,976 | 195 |
| March 31, 2024 | £19,218,620 | £18,282,503 | £19,017,716 | 201 |
| March 31, 2023 | £19,014,375 | £16,502,440 | £17,101,466 | 197 |
| March 31, 2022 | £17,031,854 | £17,320,383 | £14,954,865 | 189 |
| March 31, 2021 | £13,384,749 | £13,962,664 | £14,660,878 | 174 |
Trustees
| Name | Appointed |
|---|---|
| Michael Cole-Fontayn (Chair) | Oct. 10, 2018 |
| Catherine Sidony McGuinnes | Sept. 29, 2022 |
| Clair Victoria Mills | Oct. 10, 2019 |
| Claire Michelle Perryman | Sept. 17, 2015 |
| Graham Nicoll | Oct. 19, 2020 |
| Ian Christopher Clark | Nov. 29, 2023 |
| Jane Elizabeth Orde Valls CSK | Oct. 19, 2020 |
| Kottage Don Nandika Buddhipala | Sept. 29, 2022 |
| Neil Atkinson | Oct. 9, 2024 |
| Nicholas Anthony Garnish | Oct. 15, 2025 |
| Robert Charles Hughes-Penney | Oct. 19, 2020 |
| Rosemary Pema Glazebrook | Sept. 17, 2025 |
| Susan Daniel Goriel | Oct. 15, 2025 |
| Sushil Kumar Saluja | Nov. 29, 2023 |