Ccla form 2026

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The document is a Mandate Form for Charities provided by CCLA Investment Management Ltd, detailing the necessary steps and information required for charities to authorize account management. It includes sections for charity details, authorized correspondents, signatories, trustees, and instructions for income payments and withdrawals. The form emphasizes compliance with regulations, including anti-money laundering laws, and outlines the documentation needed to process the mandate.

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Click ‘Get Form’ to open the ccla form in the editor.
Begin with Section 1, 'About your Charity'. Fill in the charity name as registered and indicate if there has been a recent name change. Ensure all CCLA client account numbers are listed.
Proceed to Section 2, 'Authorised Correspondent'. Enter the correspondent's details including title, name, signature, and contact information.
In Section 3, 'Authorised Signatories', specify how accounts will be operated and provide details for each signatory.
Complete Section 4 by listing all current trustees of the charity. Ensure that all required signatures are included in Section 8 for authorisation.
Review all sections for completeness. Use our platform’s tools to add any necessary notes or additional information before finalising your submission.

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