Pewsey Vale u3a Financial Policy - Summary

All members of the serving committee are required to be trustees of the charity.

The trustees of the Pewsey Vale u3a are responsible for:

• Safeguarding the assets of the charity.
• Identifying and managing the risk of loss, waste, theft or fraud.
• Ensuring the financial reporting is robust and of sufficient quality.
• Keeping financial records in accordance with the governing document and relevant legislation (e.g. Charities Acts, Companies Acts etc).
• Preparing Annual Accounts in accordance with the governing document and relevant legislation. The accounts should show a true and fair view of the state of affairs of the u3a.

Trustees are jointly responsible for keeping full financial records. These include those of the u3a and all the interest groups, sub-groups etc., where appropriate.

Members can obtain full versions of the following policy documents by email to the Secretary:-

Constitution
Pewsey Vale Member Code of Conduct
Pewsey Vale u3a Complaints and Disciplinary Policy
Pewsey Vale u3a Equality and Diversity Policy
Pewsey Vale u3a Safeguarding Policy
Pewsey Vale u3a Financial Policy (this document)