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Incorporated by Royal Charter
For Financial Services Professionals
Members' Area

Charity Applications

Guidelines & Applications for Charitable Donations

Aims and Purposes of the Company

The Company will seek to promote recruitment and development of employees in the financial services industry with particular emphasis on those younger people in the immediate area of the City who would not normally be able to aspire to a City job.

This will be achieved by providing educational training for and assistance to the talented lesser privileged in finding relevant education and work in the City.

The Company may support:

Specific projects where a donation from the Trust would cover either a significant proportion of the cost or an identified element of it.

Long-term funding of scholarships and/or bursaries.



Eligibility for grants from the Trust is as follows:

Registered charities only.

Projects in the UK with preference for inner London.

Previous grant recipients must allow 2 years from the date the original grant was awarded to reapply.



The following areas are excluded from receiving grants from the Trust:

Large projects towards which any contribution from the Trust would have limited impact.

General appeals or circulars.

Replacement of statutory funds.



Course fees for professionals.

Medical research.

Fundraising events and sponsorship.

Responses to Requests for Charitable Aid



More about the Company
Company & Livery History
Prior to 1999, it had not been possible to form an international company, because of the...
Structure & Activities
The affairs of the Company are managed by a Court of Assistants (“The Court”) which consists...
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