# THE CHARTERED INSTITUTE FOR SECURITIES AND INVESTMENT

## Details

- **Country:** England & Wales
- **Charity number:** 1132642
- **Status:** Registered
- **Legal form:** Other
- **Registered:** Nov. 11, 2009
- **Register:** https://register-of-charities.charitycommission.gov.uk/en/charity-search/?p_p_id=uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet&p_p_lifecycle=0&p_p_state=maximized&p_p_mode=view&_uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet_regId=1132642


## Contact

- **Address:** 20 FENCHURCH STREET, LONDON
- **Postcode:** EC3M 3BY
- **Phone:** 02076450603
- **Email:** info@cisi.org
- **Website:** www.cisi.org



## Activities

**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.

**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.

**Area of benefit:** THE UNITED KINGDOM AND OVERSEAS




## Classification

- **How:** Acts As An Umbrella Or Resource Body
- **What:** Education/training
- **Who:** The General Public/mankind



## Areas of operation

- Australia
- China
- India
- Ireland
- New Zealand
- Northern Ireland
- Scotland
- Singapore
- Sri Lanka
- United Arab Emirates
- Throughout England And Wales



## Finances

| Period end | Income | Expenditure | Assets | Employees |
|---|---|---|---|---|
| March 31, 2025 | £20445992 | £20265913 | £19146976 | 195 |
| March 31, 2024 | £19218620 | £18282503 | £19017716 | 201 |
| March 31, 2023 | £19014375 | £16502440 | £17101466 | 197 |
| March 31, 2022 | £17031854 | £17320383 | £14954865 | 189 |
| March 31, 2021 | £13384749 | £13962664 | £14660878 | 174 |



## Trustees

- **Michael Cole-Fontayn** (Chair) — appointed Oct. 10, 2018
- Catherine Sidony McGuinnes — appointed Sept. 29, 2022
- Clair Victoria Mills — appointed Oct. 10, 2019
- Claire Michelle Perryman — appointed Sept. 17, 2015
- Graham Nicoll — appointed Oct. 19, 2020
- Ian Christopher Clark — appointed Nov. 29, 2023
- Jane Elizabeth Orde Valls CSK — appointed Oct. 19, 2020
- Kottage Don Nandika Buddhipala — appointed Sept. 29, 2022
- Neil Atkinson — appointed Oct. 9, 2024
- Nicholas Anthony Garnish — appointed Oct. 15, 2025
- Robert Charles Hughes-Penney — appointed Oct. 19, 2020
- Rosemary Pema Glazebrook — appointed Sept. 17, 2025
- Susan Daniel Goriel — appointed Oct. 15, 2025
- Sushil Kumar Saluja — appointed Nov. 29, 2023