# CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT FUTURE FOUNDATION

## Details

- **Country:** England & Wales
- **Charity number:** 1201304
- **Status:** Registered
- **Legal form:** Charitable company
- **Registered:** Dec. 12, 2022
- **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=1201304


## Contact

- **Address:** c/o Carpenter Box, Amelia House, Crescent Road, WORTHING, West Sussex
- **Postcode:** BN11 1RL
- **Phone:** 02076450600
- **Email:** team@capstonecircle.com
- **Website:** cisifuturefoundation.org



## Activities

**Objects:** THE ADVANCEMENT OF EDUCATION FOR THE PUBLIC BENEFIT BY ADVANCING KNOWLEDGE AND IMPROVING SKILLS IN FINANCIAL CAPACITIES AND CAPABILITIES, IN PARTICULAR BUT NOT EXCLUSIVELY THROUGH THE PROVISION OF GRANTS AND PROMOTION OF RESEARCH AND DISSEMINATION OF SUCH RESEARCH.

**Activities:** The advancement of education for the public benefit by advancing knowledge and improving skills in financial capacities and capabilities, in particular but not exclusively through the provision of grants and promotion of research and dissemination of such research.




## Classification

- **How:** Makes Grants To Individuals, Makes Grants To Organisations
- **What:** General Charitable Purposes
- **Who:** Children/young People, Other Charities Or Voluntary Bodies, The General Public/mankind



## Areas of operation

- Bahrain
- China
- Cyprus
- Gibraltar
- India
- Ireland
- Kenya
- Nigeria
- Philippines
- Singapore
- Spain
- Sri Lanka
- Switzerland
- United Arab Emirates
- Throughout England And Wales



## Finances

| Period end | Income | Expenditure | Assets | Employees |
|---|---|---|---|---|
| March 31, 2025 | £14828 | £482178 | — | — |
| March 31, 2024 | £33185 | £568312 | — | — |



## Trustees

- **Nicholas Roger Swales Ch FCSI** (Chair) — appointed Feb. 15, 2022
- ALAN STUART RAMSAY FCSI — appointed Feb. 15, 2022
- Debbie Elizabeth Clarke Ch MCSI — appointed Feb. 15, 2022
- JOHN DAVID LOUDON Ch FCSI — appointed Sept. 21, 2022
- LORRAINE CHARLINI DE ALMEIDA — appointed Sept. 21, 2022
- Victoria Jane Nye — appointed Aug. 31, 2022