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Chartered Institute For Securities & Investment Future Foundation

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.

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Activities & Mission

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.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Show all 15 areas of operation

Financial Information

Latest Income
£14,828
Latest Expenditure
£482,178

Financial Efficiency

Overall Efficiency 3251.8%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 3251.8%
Expenditure as % of income

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£14,828
£482,1780 / 0
2024
£33,185
£568,3120 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about Chartered Institute For Securities & Investment Future Foundation

What does Chartered Institute For Securities & Investment Future Foundation do?

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.

How much income did Chartered Institute For Securities & Investment Future Foundation report in 2025?

Chartered Institute For Securities & Investment Future Foundation reported total income of £15k and reported expenditure of £482k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was Chartered Institute For Securities & Investment Future Foundation registered as a charity?

Chartered Institute For Securities & Investment Future Foundation was registered with the Charity Commission for England and Wales on 12 December 2022 as charity number 1201304. It has been registered for 4 years.

Who runs Chartered Institute For Securities & Investment Future Foundation?

Chartered Institute For Securities & Investment Future Foundation is governed by a board of 6 trustees. The chair of trustees is Nicholas Roger Swales Ch FCSI. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Chartered Institute For Securities & Investment Future Foundation operate?

Chartered Institute For Securities & Investment Future Foundation operates across 15 areas, including Bahrain, China, Cyprus and 12 others. The full list is shown on its profile.

Is Chartered Institute For Securities & Investment Future Foundation a registered charity?

Yes — Chartered Institute For Securities & Investment Future Foundation is a registered charity in England and Wales, charity number 1201304.

Details

Address
c/o Carpenter Box
Amelia House
Crescent Road
WORTHING
West Sussex
BN11 1RL
Registration Date
12 December 2022
Status
Registered

Registry Information

Organisation Number
5193619
Charity Number
1201304

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Trustees

Nicholas Roger Swales Ch FCSI Chair
ALAN STUART RAMSAY FCSI
Debbie Elizabeth Clarke Ch MCSI
Also governs 2 other charities
JOHN DAVID LOUDON Ch FCSI
LORRAINE CHARLINI DE ALMEIDA
Victoria Jane Nye
Also governs 1 other charity

Sectors & Classifications

Data & trust

Register data refreshed
14 May 2026
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