Register of CIO Trustees

Register of Trustees for a CIO

CO.CIO.08

This Register of Trustees for a CIO is designed for use by a charity formed as a CIO. It can be used for trustees of all CIOs, whether the CIO has few or many trustees in office. It can be used whether the CIO has (a) members other than its trustees (‘Association Model’); or (b) no members other than its trustees (‘Foundation Model’).

The Regulations governing CIOs require both Association Model and Foundation Model CIOs to keep a register of trustees in the manner required by the Regulations. This template complies with the Regulations.

This document assumes that none of the trustees are corporate bodies, and that no trustee has been appointed by the Charity Commission as an “interim manager” of the CIO under Section 76 of the Charities Act 2011. (An interim manager can be appointed by the Commission on suspension of a trustee by it.)

The Regulations require a Foundation Model CIO to keep a Register of its trustees, but the Regulations do not also require a Register of members to be kept for those trustees in their capacity as members. However, where the CIO is an Association model, the CIO has to keep a Register of Members as well – it must include details of all members including the trustees in their capacity as members.

We have also included in this group a form of Register of Members for a CIO.

Any person has an entitlement under the Regulations to inspect, or be provided with, a copy of the Register of Trustees for a CIO.

The Regulations require that the details contained in the Register have to be kept for 10 years after a trustee ceases to be in office.

This template is in open format. Either enter the requisite details in the highlighted fields or adjust the wording to suit your purposes.

Once you have purchased access to the appropriate document folder click on the “Download Document” button below. You will be asked what you want to do with the file. It is recommended that you save the document to a location of your choice prior to viewing.

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