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Organisation record

The Chartered Institute for Securities and Investment

A Registered Charity based in England

This organisation record is part of a group of linked records that describe a single organisation. The organisation is linked to 2 active records and 0 inactive records, from 2 data sources.

The best identifier for this organisation is GB-CHC-1132642 .
What is an organisation identifier?

An organisation identifier is a unique piece of text that definitively identifies an organisation.

Examples include charity numbers and company numbers.

Identifiers are usually assigned by an external body like a regulator.

Findthatcharity uses the Org ID scheme to create identifiers.

GB-CHC gives the scheme for this identifier (Charity Commission), while 1132642 is the identifier for this organisation within the scheme.

Description

To promote for Public Benefit the advancement of knowledge in the field of securities and investments; to promote and develope ethical standards for practitioners in the field of securities and investments; to act as an authoritative body for the purpose of consultation and research in matters of education or public interest concerning investment in securities. See the list on the CISI website.

Also known as

  • The Chartered Institute for Securities and Investment
  • Securities and Investment Institute

CCEW Charity number

1132642

Company number

0RC00834

Registered

Postcode

EC3M 3BY

Website

cisi.org

Domain

cisi.org

Latest income

£19,014,375 (on )

This organisation record is based on data from Registered charities in England and Wales published by Charity Commission for England and Wales.

The Chartered Institute for Securities and Investment

GB-CHC-1132642

Locations

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Depending on the data source, location may describe the headquarters of the organisation rather than the area it operates in.

Area of operation outside the UK

  • United Arab Emirates
  • China
  • Ireland
  • India
  • Sri Lanka
  • Singapore

Registered Office in the UK

The Chartered Institute for Securities and Investment

GB-CHC-1132642

Linked records

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This organisation record is part of a group of linked records that describe a single organisation. The organisation is linked to 2 active records and 0 inactive records, from 2 data sources.

The best identifier for this organisation is GB-CHC-1132642 .
What is an organisation identifier?

An organisation identifier is a unique piece of text that definitively identifies an organisation.

Examples include charity numbers and company numbers.

Identifiers are usually assigned by an external body like a regulator.

Findthatcharity uses the Org ID scheme to create identifiers.

GB-CHC gives the scheme for this identifier (Charity Commission), while 1132642 is the identifier for this organisation within the scheme.

The Chartered Institute for Securities and Investment

GB-CHC-1132642

Themes and activities

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This organisation has been classified using different categories:

International Classification of Non-profit and Third Sector Organizations (ICNP/TSO)

ICNP/TSO categories have been automatically assigned from a machine learning model, as part of the UK Charity Classification project.

  • Professional associations J20

UK Charity Activity Tags

These tags are taken from a project to classify all UK charities using a common set of tags. The tags are applied using keyword searching, so may be incorrect for particular cases.

Visit charityclassification.org.uk for more information on the project. If you have any feedback on the classification system or how it has been applied there is a form on the project homepage.

  • Education ED
  • Research RS

Theme (CCEW)

  • Education/training 102

Beneficiaries (CCEW)

  • The General Public/mankind 207

Activities (CCEW)

  • Acts As An Umbrella Or Resource Body 309

Scale of operation

  • National and Overseas

The Chartered Institute for Securities and Investment

GB-CHC-1132642

Charity financial history

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Year ending Income (£) Spending (£)
2009-11-11 Registered as a charity
2011-03-31 10,817,387 10,254,821
2012-03-31 11,645,745 10,987,067
2013-03-31 11,777,101 11,224,471
2014-03-31 12,589,730 11,708,287
2015-03-31 13,274,530 12,158,168
2016-03-31 14,426,118 13,404,717
2017-03-31 14,356,401 15,209,451
2018-03-31 15,423,537 14,404,067
2019-03-31 16,483,872 15,742,864
2020-03-31 16,222,233 15,718,676
2021-03-31 13,384,749 13,962,664
2022-03-31 17,031,854 17,320,383
2023-03-31 19,014,375 16,502,440
Income and Spending
Funds and Reserves

Data on funds and reserves are only available for financial years where the charity's income was more than £500,000.

The Chartered Institute for Securities and Investment

GB-CHC-1132642

Charity people

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2023
£
2022
£
Employees 197 189
Employees paid more than £60,000 39 28
Volunteers 750 750
Trustees 15
Employees
Volunteers

Data on employees is only available for financial years where the charity's income was more than £500,000.

The Chartered Institute for Securities and Investment

GB-CHC-1132642

Statement of Financial Activities

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Statement of financial activities for year ended .

Based on information provided to the Charity Commission for England and Wales in the charity's annual return. This may not exactly match the figures and categories supplied in the charity's annual accounts.

2023
£m
2022
£m
Incoming resources
Donations and other voluntary income - -
Legacies - -
Endowments - -
Donations and legacies - -
Income from charitable activities 17.9 15.8
Income from other trading activities - -
Income from investments 0.2 0.1
Other income 0.8 1.1
Total 19.0 17.0
Expenditure
Investment management - -
Other spending on raising funds - -
Spending on raising funds - -
Grants to institutions - -
Other charitable activities 16.5 17.3
Charitable activities 16.5 17.3
Other spending - -
Total 16.5 17.3
Net income / (expenditure) 2.5 (0.3)

The Chartered Institute for Securities and Investment

GB-CHC-1132642

Balance sheet

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Balance sheet at .

Based on information provided to the Charity Commission for England and Wales in the charity's annual return. This may not exactly match the figures and categories supplied in the charity's annual accounts.

2023
£m
2022
£m
Fixed assets
Tangible and intangible assets 0.3 0.2
Investment assets 10.7 11.0
10.9 11.2
Current assets
Current investment assets - -
Cash 9.9 8.5
Other current assets 4.2 3.3
14.1 11.8
Creditors
Amounts falling due within one year (7.5) (7.3)
Net current assets 6.7 4.5
Total assets less current liabilities 17.6 15.7
Creditors
Amounts falling due after one year (0.5) (0.7)
Net assets 17.1 15.0
Funds
Endowment funds - -
Restricted funds - -
Unrestricted funds 17.1 15.0
17.1 15.0

The Chartered Institute for Securities and Investment

GB-CHC-1132642

Income from government

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According to data returned to the Charity Commission, this charity did not receive income from government grants or contracts in 2023 (the latest year with data available) or 2022.

The Chartered Institute for Securities and Investment

GB-CHC-1132642

Data sources

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Office of Scottish Charity Regulator

Office of Scottish Charity Regulator Charity Register Download

Last fetched from source: 2024-03-28

Open Government Licence v2.0 | Access data | Download data

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Last fetched from source: 2024-03-29

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Charity Commission for England and Wales

Registered charities in England and Wales

Data download service provided by the Charity Commission

Last fetched from source: 2024-03-29

Open Government Licence v2.0 | Access data | Download data (zip)

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