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Understanding the new charities investment guidance

Understanding the new charities investment guidance

12 Oct 2023

New investment guidance for Charities in England and Wales was recently published and included clarification on acceptable investment approaches, as well as direction on how to formulate and document charity investment policies. The guidance also stresses the importance of seeking advice when reviewing investments.

The changes were made in an update of ‘CC14’, published by the Charity Commission in August 2023. Find out more about the changes that trustees and investment committees should be considering. 

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