Charity Fund Investment Duties (CC14)

5th September 2018 | 8:30 am - 10:00 am

Email: | Tel: 01285 770984

Crowe Clark Whitehill LLP
Carrick House
Lypiatt Road
GL50 2QJ
A deep dive for Charity Trustees and Managers into specific areas of knowledge that are highlighted in the Charities Commission guidance. The sessions will last an hour - delivered by experts. Chose the particular areas that are relevant to your charity. Breakfast is provided. There is a discounted price for attendance at more than one workshop.

8.30am – 9.00am Registration and Breakfast,

9.00am – 10.00am How to invest your money and comply

(focussing on CC20)

Useful for new Trustees and as an update for existing Trustees. Also suitable for Senior Management Teams.

Maximum number 20

Booking Details…
Cost £90 plus VAT for single session. £75 per session plus VAT for multiple sessions. Please Book Online  or email or call 07809 478248. Payment by BACS or cheque.

Russell Hooper, Assistant Director, Brewin Dolphin

Russell joined Brewin Dolphin in 2011 after spending 15 years in the city at a US based investment bank Merrill Lynch, where he worked in the institutional client division. Since joining Brewin Dolphin he has focussed on charity and institutional accounts.

Make a Booking

Ticket Type Price Spaces
Standard Ticket
Single Session
Standard Ticket
Multiple Sessions

Discount available for multiple sessions.

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