We help Trustees to prepare an Investment Policy Statement as part of our Trustee Investment Service. The requirement for the document is set out in the Trustee Act 2000 (Section 15). The aim is simply to set out in writing the way in which the investments of the Trust are to be managed.
An Investment Policy Statement will normally include:
In our view, an Investment Policy Statement is an essential document in recording how Trustees are fulfilling their obligations under the Duty of Care – Trustee Act 2000.