Online Investment Policy Statements

We are delighted to announce the launch of our online Investment Policy Statement app. Using this FREE online tool you can create your Policy Statements by answering a series of questions about your trust or portfolio.

Register or Log in above and select the ‘Tools’ menu option to get started.

	SIMPLE TO USE A simple, step by step approach to creating your Investment Policy Statement.
COMPREHENSIVE Fully comprehensive and includes details about objectives, income requirements, investment restrictions and tax considerations.
	FOLLOWING BEST PRACTICE Based on a sample Investment Policy Statement and accompanying guidance designed by STEP’s UK Practice Committee, drafted with the trustees of private family trusts in mind.