The Chartered Institute For Securities & Investment Educational Trust
- Country
- England & Wales
- Charity number
- 1139712
- Status
- Registered
- Reporting
- Up to date Last filed Oct. 10, 2025. Filing history
- Registered
- Jan. 6, 2011
- Legal form
- Trust
Address
- Address
- 20 Fenchurch Street
London
EC3M 3BY
Contact
- Phone
- 020 7645 0673
Activities
The Charity was set up to promote for the public benefit the advancement and dissemination of knowledge in the field of securities and investment. There are restricted funds;The Hoare Nairne Scholarship Fund;Stephen Cooke Fund, Jonathan Timms Fund and Andrew Winckler prize. They sponsor a teaching post. CISI funds are restricted. Their use is in a letter. The objectives are in the accounts.
Objects: The Advancement And Dissemination Of Knowledge In The Field Of Securities And Investment
Classification
- How
- Makes Grants To Individuals, Makes Grants To Organisations
- What
- Education/training, Economic/community Development/employment
- Who
- Children/young People, Other Charities Or Voluntary Bodies, Other Defined Groups
Geography
- Area of benefit
- Undefined
- Country
- India, Malaysia, Singapore
- Region
- Throughout England And Wales
Finances
| Period end | Filed | Income | Expenditure |
|---|---|---|---|
| Dec. 31, 2024 | Oct. 10, 2025On time | £8,095 | £310,036 |
| Dec. 31, 2023 | Sept. 19, 2024On time | £7,350 | £225,008 |
| Dec. 31, 2022 | Oct. 31, 2023On time | £276,806 | £159,368 |
| Dec. 31, 2021 | Oct. 25, 2022On time | £257,131 | £213,928 |
| Dec. 31, 2020 | Oct. 5, 2021On time | £166,984 | £212,156 |
Trustees
| Name | Appointed |
|---|---|
| Kevin Moore | Dec. 10, 2025 |
| The Chartered Institute For Securities & Investment |