# THE CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT EDUCATIONAL TRUST

## Details

- **Country:** England & Wales
- **Charity number:** 1139712
- **Status:** Registered
- **Legal form:** Trust
- **Registered:** Jan. 6, 2011
- **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=1139712


## Contact

- **Address:** 20 FENCHURCH STREET, LONDON
- **Postcode:** EC3M 3BY
- **Phone:** 02076450673



## Activities

**Objects:** THE ADVANCEMENT AND DISSEMINATION OF KNOWLEDGE IN THE FIELD OF SECURITIES AND INVESTMENT

**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.

**Area of benefit:** UNDEFINED




## 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



## Areas of operation

- India
- Malaysia
- Singapore
- Throughout England And Wales



## Finances

| Period end | Income | Expenditure | Assets | Employees |
|---|---|---|---|---|
| Dec. 31, 2024 | £8095 | £310036 | — | — |
| Dec. 31, 2023 | £7350 | £225008 | — | — |
| Dec. 31, 2022 | £276806 | £159368 | — | — |
| Dec. 31, 2021 | £257131 | £213928 | — | — |
| Dec. 31, 2020 | £166984 | £212156 | — | — |



## Trustees

- Kevin Moore — appointed Dec. 10, 2025
- THE CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT