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Trustees’ Annual Report for the period

From: 01/04/21 Period start date

To: 31/03/22 Period end date

Charity name: EFT International (formerly AAMET International) Charity registration number: 1176538

Objectives and activities

ectives and activities
	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To promote for the public benefit the advancement of education and knowledge in the field of Emotional Freedom Techniques (EFT) practice and training
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	1. Establishing and upholding the highest standards of ethics and conduct, including Safeguarding 2. Acting independently of any regulatory body 3. Publishing a complaints procedure for all members and the public. 4.Encouraging professional practice and that teaching/training follows the core curriculum laid down in the training guidelines. 5.Provide information to the public and forge links with relevant professionals about the benefits and working practices of EFT. 6.Maintaining a list of members and only allowing practising members to join on the proviso that they agree to, and abide by, (where applicable) EFTi Training Regulations, the EFTi Code of Conduct and Ethics, and EFTi Guidelines on CPD and Mentoring as updated and amended from time to time. 7.We are working to develop a culture and team that reflects and promotes the diverse cultural, religious, gender and health experiences of our international membership. 8.Producing a regular monthly newsletter to both members and the public 9. Updating members on recent EFT research by organising an annual online Symposium, held March 2022 and via a research newsletter.

		10.Wherever possible, making available, affordable Professional Liability Insurance for members
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	Yes, the trustees have received and read this guidance

Additional information (optional) You may choose to include further statements where relevant about

	SORP reference
Policy on grant making	Para 1.38	N/A
Policy on social investment including program related investment	Para 1.38	N/A
Contribution made by volunteers	Para 1.38	With the exception of specific specialist contracted work, most of the activities of the charity are undertaken by volunteers, who number about 40 across the different teams. We continue to expand our volunteer teams to cater to the increasing workload as the organisation expands but recognise that we do now need to move towards a point where more work is paid. Volunteer teams include a Board of Trustees, Research, Communications, Ethics and Training and Accreditation committees.
Other		N/A

Achievements and performance

Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	1.Our Code of Conduct and Ethics is published on the website and is evaluated and refined in response to on-going learning in the field of Ethics. This year we have continued to raise our members’ awareness of work with both vulnerable adults and children and young people, and to recognise the responsibilities involved. 2. EFT International has a requirement for ongoing regular mentoring of practitioner work. This function has been enhanced this year by the development and delivery of further workshops aimed at improving the standard of mentorship provided by mentors (trainers and approved accredited advanced practitioners) 3. Our independence from regulatory and other such bodies is shown in our response to the NICE (National Institute for Health and Care Excellence) draft guidance on PTSD (Post Traumatic Stress Disorder). Following our submission, NICE substantially revised its attitude towards EFT and now recommends further research. We have made a submission to NICE for its forthcoming guidelines on depression, and are awaiting the outcome. 4. The complaints procedure is published. Wherever possible, we adopt a ‘Restorative Justice’ approach of seeking understanding of what went wrong and restoration and reconciliation, rather than adopting a punitive approach. 5. We offer a free downloadable basic EFT training manual to members of the public who subscribe to our Newsletter. To increase the accessibility, this has now been translated into French, Arabic, German, Dutch and Italian. Spanish and Farsi and other language versions are pending 6. We maintain a Practitioner Directory on the website, which serves to inform members of the public who are seeking fully qualified, competent, and ethical practitioners. 7. We have an active Communications team of volunteers who host a number of social media sites for members to meet, share and seek guidance or support. Additionally, our mentoring requirement includes group mentoring, which leads to our trainers setting up small mentoring communities and groups for discussion, support and consequent improvement or practice standards and public safety. 8. The newsletter is published regularly

We have a block agreement with a specialist insurance provider. 10. EFTi is actively supporting academic research to further the scientific validity, efficacy and efficiency of this method. Especially for PTSD, where drugs have been shown to have a limited impact on the symptoms while being associated with very high costs. Whereas EFT provides a drug-free solution, that might become a very cost-efficient standard alternative with high rates of effectiveness on the subjects.

Additional information (optional) You may choose to include further statements where relevant about: Achievements against objectives set Para 1.41 Overall, we have achieved significant success in improving access to quality information and practice of EFT and in validating the evidence base for EFT, thereby greatly improving public benefit. Performance of fundraising activities against objectives set Para 1.41 N/A Investment performance against objectives Para 1.41 N/A Other	Additional information (optional) You may choose to include further statements where relevant about: Achievements against objectives set Para 1.41 Overall, we have achieved significant success in improving access to quality information and practice of EFT and in validating the evidence base for EFT, thereby greatly improving public benefit. Performance of fundraising activities against objectives set Para 1.41 N/A Investment performance against objectives Para 1.41 N/A Other	Additional information (optional) You may choose to include further statements where relevant about: Achievements against objectives set Para 1.41 Overall, we have achieved significant success in improving access to quality information and practice of EFT and in validating the evidence base for EFT, thereby greatly improving public benefit. Performance of fundraising activities against objectives set Para 1.41 N/A Investment performance against objectives Para 1.41 N/A Other
Achievements against objectives set	Para 1.41	Overall, we have achieved significant success in improving access to quality information and practice of EFT and in validating the evidence base for EFT, thereby greatly improving public benefit.
Performance of fundraising activities against objectives set	Para 1.41	N/A
Investment performance against objectives	Para 1.41	N/A
Other

Financial review

Financial review
Review of the charity’s financial position at the end of the period	Para 1.21	The charity is in a healthy financial position at 31 March 2022 with a General Reserve Fund of £130,812, an EFT Research Reserve Fund of £10,456, and an EFT Crisis Fund with a balance of £260 at year end.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Our General Reserve needs to be of the order of at least £65,000 to keep the organisation afloat for, say, six months in the event of a sudden or unprecedented absence of income. EFT has a growing research base but, in order to advance its acceptance amongst the


		scientific and traditional healthcare
		community, more is needed, so we hold an
		EFT Research Fund reserve.
		At the end of the year, EFTi created a new
		reserve fund, EFT for Crisis, to support
		humanitarian projects worldwide through a
		coalition of EFT practitioners, eg initially in
		response to the Ukranian refugee crisis.
Amount of reserves	Para 1.22	£141,528
held
Reasons for holding	Para 1.22	N/A
zero reserves
Details of fund	Para 1.24	None.
materially in deficit
Explanation of any	Para 1.23
uncertainties about		None. As this accounting year ended, the
the charity continuing		world was beginning to emerge from a global
as a going concern		pandemic, but the organisation has
		remained a going concern and continues to
		operate effectively.

The charity’s principal	Para 1.47	Membership Donations
sources of funds
(including any
fundraising)
Investment policy and	Para 1.46	N/A
objectives including
any social investment
policy adopted
A description of the	Para 1.46	There are no material uncertainties related to
principal risks facing		events or conditions that cast significant
the charity		doubt on the charity’s ability to continue as a
		going concern
Other		Sustainability is an issue that is actively
		considered by the board and trustees. Most
		of our income currently is from membership
		donations, and as we improve standards of
		training, mentorship and CPD, we are
		increasingly firmly established as the ‘go-to’
		body for excellence in EFT. In the meantime,
		we are actively seeking alternative sources
		of funding, including donations from different
		sources and collaboration with other groups
		to attract affiliate fees for training and other
		events.

Structure, governance and management

Description of charity’s trusts: Type of governing document: for example,trust deed, memorandum and articles of association etc How is the charity constituted? for example limited company, unincorporated association, CIO Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees
	Para 1.25	Constitution. The Governing Document is unchanged from that agreed with the Charity Commission
	Para 1.25	CIO
	Para 1.25	The first Trustees were self-selected from people who had a long and respected reputation within the field of EFT. Additional Trustees were recruited, increasing the breadth of skills and geographical spread of the membership. Appropriate selection processes are being developed by the existing trustees and management executive team for further additions.

Additional information (optional) You may choose to include further statements where relevant about:


Policies and procedures adopted for the induction and training of trustees	Para 1.51	An induction process is being developed, though currently, all trustees as of this writing were recruited from within the membership. Going forward we are introducing a robust induction process at all levels of the organization.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51
Relationship with any related parties	Para 1.51
Other		Whistleblowing Complaint to the Charities Commission. At the end of March 2021 a complaint was filed by a volunteer to the Charities Commission after the volunteer received legal consultation and unsuccessful attempts were made to resolve concerns regarding governance arrangements of the

organisation issues, gaps in policies and procedures, conflicts of interests and concerning hiring practices. The EFTi Board of Trustees worked hand in hand with the Charities Commission later in the 2022 calendar year and is progressing rapidly to introduce a wide array of solutions to resolve the concerns that will be outlined in next year’s TAR.

Reference and administrative details

Charity name	EFT International
Other name the charity uses	None
Registered charity number	1176538
Charity’s principal address	EFT International, The John Greenway Building, John Greenway Close, Tiverton, Devon EX16 6QF. UK

Trustee name JudyByrne Jacqui Crooks Karin Davidson John Freedom Denise Welsh Juliet Leroy Deborah Sampson Carl Stonier		Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (if any)
	Chair
		March 1, 2021 to March 9,2022




		March 1, 2021 to April 9, 2021
	Deputychair

Corporate Trustees – names of the directors at the date the report was approved

Director name None

Name of Trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
None

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity	N/A
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects	N/A
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	N/A

Additional information (optional) Type of adviser Name Address	Additional information (optional) Type of adviser Name Address	Additional information (optional) Type of adviser Name Address
AAT	Garry Alexander	Wheelers Accountants, The John Greenway Building, John Greenway Close, Tiverton, Devon EX16 6QF. UK


Name of chief executive or names of senior staff members (optional information)
N/A

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

N/A

Declarations

Signature(s)

Full name(s) Position

Craig Weiner

Chair of Trustees

EFT) International A Charity Incorporated Or8anisation (CIO) (Fornierly The Association for the Advancement of Mwidian Energy Techniques) (UK registered Charity numb 1176538) Financlal Statements for the year ended 31 March 2022 CONTENTS Independent Examiner's Report Statement of Financial Activities Balance Sheet Notes

ndependent Examiner's Report to the Trustees/member$ of Ewf Intrrnational (formerly AAMET Intern&tIon) (Charity no. 1176538) on the accounts for the year ended 31 Mareh 2022 I rcport to the trustees on my examination of the accounts (pages three to eight) of the above charity ("the Trust") for the ycar cnded 31 March 2022. Responsibilities and bas18 of report As the charity's trustces> you are responsible for thc preparation of the accounts in accordance with the requirements of th¢ Charities Act 2011 ('kn¢ A¢t"). I report in respect of my examination of the Trust's accounts caled out under section 145 of thc 2011 Act and in carrying out my examination. I have followed all the applicable Directions given by th¢ Charity Commission undcr s¢¢tion 145(5)(b) of thc Act, Independent EXaner,5 Statement I have completed my cxamination. I confinn that no material matlers have come to my attention in conneLtion with the examination which gives me cause to believe that, in any material r¢spcct', the accounting records wcrc not kcpt in accordance with section 130 of the Charities Act. or thc accounts did not accord with the accounting records. or the accounts did nol comply with th¢ appliLable rcquircmcnts conccrning ih¢ forni and content of accounts sd out in the Charities (Acwunls and Reports) Regulations 2008 othcr than any requirement thut the accounts &yive a 'true and fair, view which is not a matt¢r considered as part of an independent examination. I havc no concern8 and have come acr08s no other mattcrs in conncctton with th¢ ¢xamination to whiLh attention should be drawn in this rcport in order lo enable a proper understanding of the accounts to be reachcd. Signed.. Dated.. 2£ 1 22 Cla Alexander MAAT (T.iccnsed Member of the Association of Accounting Technicians) Wheelers Accountants The John Greenway Buildin& John Greenway Clos¢, Tiverton, EXI 6 6QF Page 2

EFf Internadonal (CIO) (Registered UK Charity numbcr 1176538) Statement of FlnanclAI Actlvities for tht year ended 31 March 2022 Year ended Year ended 31.03.22 51.03.21 Note ID¢ome Donitlons . Membership Reserved for Ebv Research Fund EFT for Crisi8 Re8erve Fund 74J89 3,189 260 71.207 1.962 77038 73.169 A¢creditalion Audio-visual Conference and Meetings On-line Exams Disclosure and Barring Servicc AlIlate Income Bank Inlwest 4,640 1,009 17,401 7.744 2,330 11,220 7,1103 165 6,954 33 100,874 4,012 17 112,661 Travel, Accommodation and Subsistence Website Managemcnl Conferences & M¢etin8S Disclosure and Barring Services AccredilationlTraining Management Operations Managwn¢nl Promotion and Prinlin¥ Membership Adminislralion Gener81 Administration Bank and PayPal Charges Ixgal and Professional fees Accounlgncy & fxaminalion Honoraria provision Amortisation ollnlangible Assets 1,424 14,071 204 59 J2,726 102 128 9,853 11,590 2.484 17,542 432 3.023 1,691 2,124 2.2(10 4,283 11,862 22,905 7,254 23,751 756 3,002 2,530 2,812 2,230 io 93,945 18,716 6&,303 32,571 Ordlnary (detlcit) l iurplul for tbe PerioyeAr L¢ss materlAI Items: Abortlve Cost 1,000 Operating Surplus for the year 18,716 31.571 Transfer donations lo EFf Research Fund Transfer EFT fvnds for expenditure Transfer to EFf for Crisis Fund (3,189) (1,962) 1,194 li 260 (3,449) 68 Rem4lDder transferred to General Reserve 15,267 30.803 This page must be read with the following not¢s Page 3

Evf Intern•doDal (CIO) Balan Sh¢¢t Ai at 31 March 2022 Note 2022 2021 Intan Ibl¢ Webslte Less: Amorti8ation

sets

5.629 3,629 Trade Mark4 and Idendty Additions 1th8: Amortijation 5.548 4,699 654 4,894 Current Asse Stock of books Prepaid costs HSBC ACcot Balan( PayPal Aco)unt iJoo 131 135833 2,430 3,230 JIS. 756 1.778 J23,194 131116 Creditor8, Accrual¥ and ProvA•ion 7,057 7.276 131059 JlJ.918 141 $28 122.812 TheA G•n¢rAI RerVe Opening b814nc¢ l April 2021 Surp1 for the ycar 114545 15 130012 84, 742 30.803 115,543 Reserve fvnd (Err ReAr¢h) Oponin8 balance l April 2021 Fund movcment in year 7367 6.499 768 IV56 7,267 EFf for Crhij Fund 260 141.528 J22.812 The financi 8tat¢rnents on paBes 3 to 8 are h¢reby approved on behalf of the Tnth. Signed .. Dated . 1 . 2023 Pippa Gagic CTru8te¢) Thli po1¢ MUbe wlth the followlng Dote Pa8e 4

EFf InternitionAI (formerly AAMET International) (CIO) (Reglstered UK Cbarity number 1176538) Note$ to the Ststement of Flnaneial Aetivities ear to 31 March 2022 l. Accountlng Compllance These acuntS comply with the relevant Charity SORP (Second edition), FRS102 and UK Charity law as applicable. 2. Ba518 of preparatlon 2.1 Accountlng The Accounts have been prepared under the Historical Cost Convention with items recognised at cost or transaction value unless otherwise stated in the relevant note. The AcLounts have been prq)arcd in accordance with the Statement of Recxlmmended Practice.. Accounting and Reporting by Charities and the Financial Reporting Standard applicable in the United Kin8dom and Republic of Ireland (FRS102) and with the Charities Act 2011. The Charity Constitutes a public benefit enltty as defined by FRS 102. 2.2 Golng Concern Th¢ Truste¢s consider that there are no materia] uncertainties related to events or conditions that cast silf1¢ant doubt on the Charity's ability to continue as a going nc¢rn. Page 5

EFT International (formerly AAMET International) (CIO) Oieglstered UK Charity number 1176538) IYot¢s to the Statement of Fln4n¢lal Activities for the ear ended 31 March 2022 3 True & falr vlew The Accounts present a true and fair view and th¢ Accounting policies adopted are those outlined in notes 3 and 4 b¢low. Income 3.2 Membership Subscriptions received in the nature of a gift are recognis¢d as Donations. 3.3 Membership Subscripttons which give a memb¢r th¢ right to services or other benefits would be recognised as income earncd from the provision of goods and services from charitable activitiC8. 3.4 Donations from book sales are transfcTred to the EFf R¢scarch reserve fund 4 Intanglble Assets The Residual Value of thc Association's website is estimated to be £2,000 at 31 March 2022. Trade Mark and Identity costs arc being written off over ten years. Amortisation is calculated OTt a straight line basis. 5 Donated Goods And Services There were no donated Services or goods received requiring recognition in th¢ ycar. Pag¢ 6

Ewf International (formerly AAMET International) (CIO) IRegistered UK Charity number 1176538) Notes to the Statement of Financial Aetivitie8 ear ended 31 March 2022 6 Related Party Transactlons The following services were supplied to th¢ Charity by r¢lated parties and voluntcers on a contract for scrviLes basis: 2022 2021 H Jones (Volunt¢¢r).' Book-keepinCoRChin8 C Sutton (Volunte¢r): Accreditationrrraining Board J Barbe¢ (Voluntecr).. Websitc services/Accrcdilation J Footman (Volunteer).. External liaison, Projects £4,095 } and Subcontract accreditation work £2,303 } Z West.. Membership S¢rvices S Garfield: Accreditation C Stonier {Volunt¢¢r): Accreditation work M Moorby (Volunteer),. Accrcditation work B Moore-Haft¢r (Volunteer): AcL'reditAlion work M Bennett (Volunlccr).. Accreditation work W Thomas (Volunte¢r),' Research wo Other Volunt¢crs (4 Under £250): Translation 9,001 3,614 7.701 6.160 8.098 7,929 6,398 4,272 1,547 900 614 45 450 630 145 55 630 259 543 7 Trustee8 Expen$e$ & Beneflts Exp¢nses were reimbursed in accordancc with the Association's strict policy. The Trustees enjoy the bencfils of membcrship but r¢ccived no other benefits. Vost Balanee Sheet Event8 Th¢r¢ arc no material post-balance sh¢ct events requiring disclosurc. Page 7

Eyf Intsrnational (formerly AAMET Internatlonal) {ClO) (Registered UK Charity number 1176538) Notes to the St2t¢ment of Flnaneial Activlties ear ended 31 March 2022 9 Independent Serutlny These Accounts have becn the subjcct of statutory external scrutiny as requircd by UK Charity law in accordance with the applicable Stalemcnt of Recommended Practice. The Independent Examiner's service5 and fees (excluding VAT) are set out below.. For Indq)endenl Examination Accountancy and other s¢rvices 830 1,320 10 Honorarla and beneflts Th¢ Association's ability to undertake its charitable activities is dep¢ndent on its voluntary off)ce holdcrs, workers and contribulors. The Trustccs propose to acknowledge the special contribution of the following this year: oth Benefits Honorary Secretary 1,000 ) Res¢arch Team volunteers (2) Membership {fre¢) 1,250 ) Totsl provision I I EFf for Crlsls Reserve fi und A sum of £260 has bKn transferred to a new R¢swve fimd and is earn)arked for"Roots for Relief,. Page 8

Evf Intern•doDal (CIO) Balan Sh¢¢t Ai at 31 March 2022 Note 2022 2021 Intan Ibl¢ Webslte Less: Amorti8ation

OpenCharities

2022-03-31-accounts

Trustees’ Annual Report for the period

From: 01/04/21 Period start date

To: 31/03/22 Period end date

Objectives and activities

Additional information (optional) You may choose to include further statements where relevant about

Achievements and performance

Financial review

Structure, governance and management

Additional information (optional) You may choose to include further statements where relevant about:

Reference and administrative details

Funds held as custodian trustees on behalf of others

Exemptions from disclosure

Other optional information

Declarations

Signature(s)

sets

sets