the chartered institute for securities and investment
Activities & Mission
To promote for Public Benefit the advancement of knowledge in the field of securities and investments; to promote and develope ethical standards for practitioners in the field of securities and investments; to act as an authoritative body for the purpose of consultation and research in matters of education or public interest concerning investment in securities. See the list on the CISI website.
Fundraising
See where The Chartered Institute For Securities And Investment is active and find local fundraising opportunities.
Financial Information
Latest Income
£20,445,992
Latest Expenditure
£20,265,913
Financial Efficiency
Program Ratio 99.1%
% of income going directly to charitable activities
Overall Efficiency 100.0%
% of expenditure going to programs (vs overhead)
Administrative Ratio 2.7%
Overhead (fundraising + governance) as % of total expenditure
Latest Financial Breakdown
Income Sources
Donations & Legacies £0
Charitable Activities £18,894,942
Other Trading £0
Investments £629,162
Other Income £921,888
Expenditure Categories
Charitable Expenditure £20,265,913
Raising Funds £0
Governance £537,337
Grants to Institutions £0
Other Expenditure £0
Financial Trend
Annual Returns
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2025 | £20,445,992 | £20,265,913 | £20,265,913 | £19,146,976 | £19,146,976 | 195 / 150 |
| 2024 | £19,218,620 | £18,282,503 | £18,282,503 | £19,017,716 | £19,017,716 | 201 / 0 |
| 2023 | £19,014,375 | £16,502,440 | £16,502,440 | £17,101,466 | £17,101,466 | 197 / 750 |
| 2022 | £17,031,854 | £17,320,383 | £17,320,383 | £14,954,865 | £14,954,865 | 189 / 750 |
| 2021 | £13,384,749 | £13,962,664 | £13,962,664 | £14,660,878 | £14,660,878 | 174 / 750 |
Staff column shows: Employees / Volunteers
Details
Address
20 FENCHURCH STREET
LONDON
EC3M 3BY
LONDON
EC3M 3BY
Email
info@cisi.orgWebsite
www.cisi.orgRegistration Date
11 November 2009
Status
Registered
Registry Information
Organisation Number
4047200
Charity Number
1132642
Trustees
Claire Michelle Perryman
Michael Cole-Fontayn
Clair Victoria Mills
Graham Nicoll
Robert Charles Hughes-Penney
Jane Elizabeth Orde Valls CSK
Amyr Rocha Lima
Peter Derek Moores
Catherine Sidony McGuinnes
Kottage Don Nandika Buddhipala
Ian Christopher Clark
Neil Atkinson
Sushil Kumar Saluja
Rosemary Pema Glazebrook