Grants

Our Objectives

01

Educational

The advancement of education of the public in the knowledge and understanding of investment management, the role of investment managers and related aspects of personal finance

investment stockbroker risk analysis. Financial analysis using phone app and laptop. Market trading profit.

02

Charitable

Such charitable institutions recognised as charitable under English law which are connected with the City of London, including any charities nominated by the Lord Mayor of London

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03

For Public Benefit

Such further charitable purposes as are charitable under English law as the trustees see fit from time to time.

Portrait of young woman holding placard with their friends in the background while they standing outdoors

The trustees will also consider awarding grants by:

Bursaries

Providing bursaries, scholarships, grants and other resources for education

Prizes

Awarding prizes for original academic research or in relation to examinations in investment management

Grants

Providing grants to individuals or organisations for the advancement of the education relating to investment management

Education

Providing funding to education providers who the trustees consider have appropriate experience and/or qualifications to give seminars and lectures improving the knowledge and understanding of investment management, the role of investment managers and related aspects of personal finance