Governance SUTL CAZENOVE CHARITY UCITS FUND

Charity number: 1178343
Registration history:
  • 11 May 2018: Standard registration
  • 17 October 2020: Funds received from 1065732 THE INCOME TRUST FOR CHARITIES
  • 31 July 2024: Funds received from 1038563 THE CHARITY EQUITY FUND
  • 27 November 2024: Funds received from 1094572 THE EQUITY INCOME TRUST FOR CHARITIES
Organisation type:
Trust
Other names:
  • SUTL CAZENOVE CHARITY BOND FUND (Working name)
  • SUTL CAZENOVE CHARITY EQUITY INCOME FUND (Working name)
  • SUTL CAZENOVE CHARITY EQUITY VALUE FUND (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Financial Conduct Authority
Policies:
  • Complaints handling
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease land or property

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