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Guidelines for charities investing in an Invesco Perpetual ICVC

Guide | 01 September 2017

Information about how charities may invest in an Invesco Perpetual ICVC.

Please note that Invesco Perpetual will only accept UK registered charities.

Incorporated Charity Registration

Invesco Perpetual will register the account in the name of the registered charity. The first-named holder will receive all account documentation, correspondence and settlement cheques.

Documentation

Incorporated Charity

The following will be required to set up an account with Invesco Perpetual:

  • Invesco Perpetual Application for entities form - to be completed by the trustees or the registered correspondent of the charity.
  • Confirmation of registered charity number and purpose
  • Countries of operation
  • Full signatory list
  • Company registration number (if a charitable company)

Unincorporated Charity Registration

Invesco Perpetual will register the account to each named trustee. The first-named holder will receive all account documentation, correspondence and settlement cheques.

The charity name will be set up as the account designation. Designations have a maximum of eighteen characters.

Documentation

Unincorporated Charity

The following will be required to set up an account with Invesco Perpetual:

  • Invesco Perpetual Application for entities form - to be completed by the registered correspondent of the charity.
  • Confirmation of charity number and purpose
  • Countries of operation
  • Full signatory list (if one or more Trustee is a Corporate Entity

Please note:

  • Anti-Money Laundering - we will attempt to verify the charity, if applicable, via relevant websites; individual trustees may require verification which we will attempt to do electronically. We may also need additional information and/or documentation from you during the registration process to verify the trustees and the account. Where we request documentation you will be asked to supply original or certified copies of these to aid Invesco Perpetual to complete the verification process.
  • Once your account is registered and verified we may still need to write to you for further information to satisfy the anti-money laundering regulations.
  • The words ‘trust’ and ‘trustees’ cannot be used in any registered name for legislative reasons

Any questions?

If you have any questions about investing on behalf of a charity with Invesco Perpetual, please contact us on freephone number 0800 085 8677.