# THE CHARTERED INSTITUTE FOR SECURITIES AND INVESTMENT

## Details

- **Country:** England &amp; Wales
- **Charity number:** 1132642
- **Status:** Registered
- **Legal form:** Other
- **Company number:** [RC00834](https://find-and-update.company-information.service.gov.uk/company/RC00834)
- **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&amp;p_p_lifecycle=0&amp;p_p_state=maximized&amp;p_p_mode=view&amp;_uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet_regId=1132642


## Contact

- **Address:** 20 FENCHURCH STREET, LONDON
- **Postcode:** EC3M 3BY
- **Phone:** 020 7645 0603
- **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.




## Classification

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



## Geography

- **Area of benefit:** THE UNITED KINGDOM AND OVERSEAS
- Australia
- China
- India
- Ireland
- New Zealand
- Northern Ireland
- Scotland
- Singapore
- Sri Lanka
- United Arab Emirates
- Throughout England And Wales





## Trustees

| Name | Role | 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 |



## Linked charities

- SECURITIES AND INVESTMENT INSTITUTE (1132642-1)



