Farrer & Co, HaysMacIntyre & Cazenove Capital: Trustee Roles and Responsibilities

This session delivered by Farrer & Co, Cazenove Capital and Haysmacintyre, will provide a comprehensive summary of trustees’ duties and responsibilities, answering the question: What information do you need as a trustee and what are your legal responsibilities?

It will cover issues such as:

• The framework within which charities operate:
• the legal structures used by charities, the regulation of charities, the role of the Charity Commission, and the public benefit requirement
• Trustees’ duties, responsibilities and potential liabilities, and the role of the chairperson• Responsibilities for identifying and managing risk
• Charity accounting: the accounting and reporting framework, ‘unravelling the jargon’, preparation of accounts, ensuring you receive the right financial information, and the role of trustees and audit committee
• Charity funds, investments, and banking
• Fundraising: the ground rules; the role of professionals, and corporate support
• Trading: the ground rules and the use of subsidiary companies
• Recent regulatory developments
• Governance best practice