Trusts, Charities and Not for Profit Organisations

Whether you are a small community group, trustees of a larger charity or those responsible for an organisation’s resources you will have a duty of care.

James Oram has experience of advising trusts as a financial planner as well as serving in a professional capacity as a director of a trustee company for a number of years and as an independent financial examiner for a local charity.

In a personal capacity he works for two not for profit organisations as treasurer and secretary.

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This can cover:

• Cash on deposit
• Land or buildings
• Government bonds
• Stocks and shares

Our service can be a one off review which includes formulation of a long term internal policy and procedures or an ongoing service.

A report may cover the following points:

1. Review investments to ensure they are suitable and in line with investment powers and policy
2. Analysis of performance and charges
3. Asset allocation and portfolio construction to meet requirements for diversification, risk, income and growth
4. Ethical, social or specific investment restrictions
5. Appointing suitable investment managers
6. Allocate funds to short, long term and segregated funds
7. Ongoing monitoring and reviews
8. Formulating ongoing procedures and policies for:
   Reserves
   Asset allocation
   Risk management
   Social, ethical and other restrictions
   Reviewing investments and investment policy
9. Education for trustees or officers when dealing with investments, understanding types of investment, risk and suitability.