01 Identity
Scottish charity record
- OSCR charity number
- SC040665
- Status
- Active
- Regulatory type
- Cross Border
- Designated religious body
- No
- Geographical spread
- UK and overseas
- Volunteers
- Not supplied
- Staff
- 195
- Postcode
- EC3M 3BY
02 Purpose and work
What the charity exists to do
Charitable purposes
- the advancement of education
Beneficiaries
- Other defined groups
- No specific group, or for the benefit of the community
Activities
- It carries out activities or services itself
Constitutional objectives
1. The objects for which the Institute is established are to promote for the public benefit the advancement and dissemination of knowledge in the field of securities and investments, to develop high professional, educational and ethical standards for practitioners in securities and investments and to promote such standards in the United Kingdom and overseas, and to act as an authoritative body for the purpose of consultation and research in matters of educational or public interest concerning securities and investments and in furtherance of the said objects
03 Annual returns
Income and expenditure history
| Year end | Income | Expenditure | Staff | Return received |
|---|---|---|---|---|
| 31 March 2025 | £20,445,992 | £20,265,913 | 195 | 25 September 2025 |
| 31 March 2024 | £19,218,620 | £18,282,503 | 195 | 26 September 2024 |
| 31 March 2023 | £19,014,375 | £16,502,440 | 195 | 15 December 2023 |
| 31 March 2022 | £17,031,854 | £17,320,383 | 195 | 24 November 2022 |
| 31 March 2021 | £13,384,749 | £13,962,664 | 195 | 24 September 2021 |
Figures are those reported by the charity and supplied in the OSCR bulk download. Blank facts remain distinct from zero.
04 Contact record
Principal office or trustees address
- Address supplied to OSCR
- 20 Fenchurch Street, London
- Website supplied to OSCR
- www.cisi.org
- Parent charity
- Not supplied
No direct external links on this profile. The official OSCR record and source documentation are available through BritDB’s dedicated source page.
05 Provenance
Source for this profile
© Crown Copyright and database right 2026. Contains information from the Scottish Charity Register supplied by the Office of the Scottish Charity Regulator and licensed under the Open Government Licence v.3.0. BritDB is an independent service and does not claim to be the Scottish Charity Register.