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The majority of our Academy, and Independent School customers have requested a new Investment policy specifically focusing on cash deposits. 

As such we have created a draft policy that you can use and adapt to your specific needs.

Please note, this draft policy only deals with Cash deposits and does not explore any other from of Investments. We only support organisations with their cash deposits and do not discuss or explore other investments.

If you would like a copy of the draft policy, do contact me and I can send you a Word or PDF version. If you would like me to review your policy (existing or new), I will be happy to do so without charge.

Please contact me to book a Teams call to explore what personalisations you may want for your policy and to explore an updated deposit strategy.

I look forward to seeing you soon,


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