Investment Policy

The Trustees of Cullingworth Village Hall can invest money to provide income for their charity. When making investments, trustees must:

•                 follow any rules set out in our governing document

•                 take expert advice where necessary

•                 have a mix of investments which will minimise any risk

•                 companies in which investments are made should have cover provided by the Financial Services Compensation Scheme (FSCS)

The Trustees need to have control of the charity’s investments and monitor their performance. Any advice taken on investments must be impartial.

The Treasurer will make representation to the Management Committee at each committee meeting.

This policy is the responsibility of the Treasurer and is to be reviewed annually by the Management Committee.

Review date: July 2024