10 years engaged investor

4
Engaged Investor Charter

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Page 1: 10 years engaged investor

Engaged Investor Charter

Page 2: 10 years engaged investor

The Social Investment Business Group places social outcomes and the success of the organisations we invest in at the heart of our investment decisions.

We are committed to helping organisations become stronger, more independent and more sustainable, in order that they can progress with their mission and provide more high quality services to the people they help.

…because your success is our success

Page 3: 10 years engaged investor

• Always be open and honest in our dealings with our investees

• Always provide a prompt and professional response• Develop new products and services tailored to the needs

of our Investees or endeavour to broker solutions• Help to connect each of our Investees to the growing

community of organisations we have funded for mutual benefit

We commit to ensuring that all our relationships deliver the best possible outcomes for you

Page 4: 10 years engaged investor

• Share aspirations and challenges with us in a spirit of trust

• Help us to understand needs and tell us how we can help more

• Tell us about successes and allow us to also celebrate these

• Provide information when requested and contact us promptly if circumstances change

• Consider offering volunteer opportunities to our staff

For this Charter to be effective we need you, our investees to fully engage with us