Charity Details
Chartered Institute for Securities and Investment
SC040665Registered charity from 30 July 2009London
| Year End | Income | Expenditure | Annual Return Received | Accounts Received | Latest Annual Reports and Accounts |
|---|---|---|---|---|---|
| 31 Mar 2022 | £17,031,854 | £17,320,383 | 24 Nov 2022 | Yes | |
| 31 Mar 2023 | £19,014,375 | £16,502,440 | 15 Dec 2023 | Yes | |
| 31 Mar 2024 | £19,218,620 | £18,282,503 | 26 Sept 2024 | Yes | |
| 31 Mar 2025 | £20,445,992 | £20,265,913 | 25 Sept 2025 | Yes | Published accounts can be found on the Charity Commission website |
| 31 Mar 2026 | No | Annual Information due by 31 Dec 2026 | |||
| If an annual return has been received on time (within nine months of the Year End Date), the 'Annual Return Received' box is green . If an annual return is late, the box is red . | |||||
| First Name | Last Name |
|---|---|
| Catherine | McGuinness |
| Robert | Hughes-Penney |
| Jane | Valls |
| Claire | Perryman |
| Amyr | Rocha Lima |
| Susan | Daniel |
| Nandika | Buddhipala |
| Neil | Atkinson |
| Chris | Clark |
| Michael | Cole-Fontayn |
| Graham | Nicoll |
| Rosemary | Glazebrook |
| Peter | Moores |
| Nicholas | Garnish |
| Sushil | Saluja |
| Clair | Mills |
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From 09 March 2026, OSCR is required by law to publish the names of a charity’s trustees as part of its Scottish Charity Register entry. We are also required to publish each charity’s annual report and accounts as received from this date, which may include the names of certain individuals. The only exceptions to publication are where a charity or one of its charity trustees applies for this information to be excluded, and OSCR is satisfied that publishing it would jeopardise the safety or security of a person or premises.
If the charity trustee information on a Register entry appears blank, this may mean that an exemption applies or that the charity has not yet provided the required details to OSCR. Supplying this information will become mandatory as part of future annual submissions. |
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From 30 June 2025, OSCR began collecting charity trustee information through OSCR Online. Providing this information is a legal requirement for all charities. The names of trustees will be published on the Scottish Charity Register from early 2026 to promote transparency and strengthen public trust in the sector.
© Office of the Scottish Charity Regulator 2006. Crown Database Right 2006.
The Scottish Charity Register ("The Register") is subject to Crown database right.
The Scottish Charity Register is licenced under the Open Government Licence v3.0.
When you use this information under the OGL, you should include the following attribution: © Crown Copyright and database right 2020. Contains information from the Scottish Charity Register supplied by the Office of the Scottish Charity Regulator and licensed under the Open Government Licence v.3.0.
The Scottish Charity Register contains key information about a charity’s operations and finances. This includes:
- the names of a charity’s trustees (exemptions apply)
- its annual report and full accounts, if submitted after 9 March 2026
(Accounts submitted prior to 9 March 2026 will be redacted, or may not be published, depending on the charity’s income level or legal form.)
These changes are designed to improve transparency across the charity sector in Scotland.
Please note that we accept no responsibility for the functionality, accuracy, or content of external websites. If you experience a technical issue with an external link, you should contact the charity directly.
Under section 23(1)(a) and (b) of the Charities and Trustee Investment (Scotland) Act 2005, you have the right to request the following information directly from the charity:
- a copy of the charity’s latest statement of accounts
- a copy of the charity’s constitution