{"id":1791,"date":"2023-06-21T14:04:56","date_gmt":"2023-06-21T14:04:56","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/?page_id=1791"},"modified":"2026-06-01T19:06:14","modified_gmt":"2026-06-01T19:06:14","slug":"reporting-and-administration","status":"publish","type":"page","link":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/charities\/our-services\/reporting-and-administration","title":{"rendered":"Reporting and administration"},"content":{"rendered":"\n<div class=\"wp-block-rbcwm-hero-block rbc-hero-wm  rbc-hero-overlap rbc-hero-overlap-mobile rbc-hero-8l2s129ny hide-mobile-energy-lines\"><style>\n\t\t.rbc-hero-8l2s129ny.is-style-rbc-hero-gradient::before {\n\t\t\tbackground: linear-gradient(90deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-8l2s129ny.is-style-rbc-hero-gradient.rbc-hero-has-image-bleed::before {\n\t\t\tbackground: linear-gradient(90deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-8l2s129ny.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before {\n\t\t\tbackground: linear-gradient(180deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-8l2s129ny .rbc-hero-energy-lines.rbc-hero-energy-lines-left {\n\t\t\ttransform: scaleX(-1);\n\t\t}\n\n\t\t@media (max-width: 991px) {\n\t\t\t.rbc-hero-8l2s129ny.is-style-rbc-hero-gradient::before,\n\t\t\t.rbc-hero-8l2s129ny.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before,\n\t\t\t.rbc-hero-8l2s129ny.is-style-rbc-hero-gradient.rbc-hero-has-image-bleed::before {\n\t\t\t\tbackground: none;\n\t\t\t}\n\n\t\t\t.rbc-hero-8l2s129ny.rbc-hero-has-image-full.hide-mobile-energy-lines .rbc-hero-energy-lines {\n\t\t\t\tdisplay: none;\n\t\t\t}\n\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-8l2s129ny.is-style-rbc-hero-gradient .rbc-hero-img-wrap::after {\n\t\t\t\tbackground: linear-gradient( 0deg, #023169 0%, rgba(94, 120, 131, 0) 25% );\n\t\t\t}\n\t\t\t\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-8l2s129ny.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .rbc-hero-img-wrap::before,\n            .wp-block-rbcwm-hero-block.rbc-hero-8l2s129ny.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .container .rbc-hero-img-wrap::before {\n\t\t\t\tbackground: linear-gradient( 180deg, #023169 0%, rgba( 94, 120, 131, 0 ) 25% );\n\t\t\t}\n\t\t\t\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-8l2s129ny.is-style-rbc-hero-gradient .rbc-hero-card {\n\t\t\t\tbackground: #023169;\n\t\t\t}\n\t\t}\n\t<\/style><div class=\"container\"><div class=\"row no-gutters\"><div class=\"col-lg-12 rbc-hero-card-content\"><div class=\"rbc-card rbc-hero-card rbc-hero has-content\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"rbc-hero-body-content\"><h1 class=\"rbc-hero-title\"><span>Reporting and administration<\/span><\/h1><div class=\"rbc-hero-breadcrumb link-chev-left\"><div class=\"rbc-icon mr-half\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-left\" style=\"color:#006ac3\"><\/i><\/div><span style=\"color:#006ac3\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/charities\" data-type=\"page\" data-id=\"1609\">Charities home<\/a><\/span><\/div><hr class=\"rbc-hero-hr hr-mini bdr-accent\"\/>\n<p class=\"is-style-hero-subtitle\">You\u2019re accountable for more than outcomes. Robust reporting and administration help you stand behind your oversight and governance.<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"rbc-hero-img-wrap undefined\"><\/div><\/div><\/div><\/div>\n\n\n\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-grey rbc-block-flush-bottom rbc-block-image-bleed rbc-block-image-mobile-top has-theme-color has-block-grey-background-color has-text-color has-background has-link-color wp-elements-52f61b0939bf04b149e672f9e1c04365\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 id=\"h-meeting-trustee-responsibilities-with-confidence\" class=\"wp-block-heading\">Meeting trustee responsibilities with confidence<\/h2>\n\n\n\n<p>As a trustee, you\u2019re expected to understand what\u2019s happening and why. We help ensure you have a clear view, without unnecessary complexity.<\/p>\n\n\n\n<h3 id=\"h-a-nominee-service-that-saves-time-and-hassle\" class=\"wp-block-heading\">A nominee service that saves time and hassle<\/h3>\n\n\n\n<p>You have the option to use our nominee service, designed to simplify administration and significantly reduce the paperwork normally associated with investments. It also complies with relevant legislation and includes appropriate safeguards and insurance cover.<\/p>\n\n\n\n<p>Most of our charity clients hold their assets in our nominee company, a legal entity separate from RBC Brewin Dolphin. Funds are held in trust for you and are not regarded as RBC Brewin Dolphin assets.<\/p>\n\n\n\n<h3 id=\"h-valuations-keeping-you-informed\" class=\"wp-block-heading\">Valuations: Keeping you informed<\/h3>\n\n\n\n<p>In addition to regular meetings, we keep you informed about the performance of your charity\u2019s investments through quarterly reports and valuations.<\/p>\n\n\n\n<p>The reporting format can be tailored to your needs and typically includes a review of the investment strategy, market conditions and performance, together with a detailed valuation and a record of all transactions. Individual transactions are confirmed through contract notes following execution.<\/p>\n\n\n\n<p>At any stage, you can contact your investment management team to discuss a decision in more detail or understand the rationale behind it.<\/p>\n\n\n\n<h3 id=\"h-fast-and-secure-online-access\" class=\"wp-block-heading\">Fast and secure online access<\/h3>\n\n\n\n<p class=\"is-style-default\">Your account can be accessed online at any time through our secure server, allowing you to review your charity\u2019s investments when needed.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-2\"><div class=\"rbc-block-image-bleed-img-wrap \"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-right rbc-image-with-focalpoint-desktop rbc-image-with-focalpoint-mobile\" style=\"--bg-position-x-desktop:55%;--bg-position-y-desktop:39%;--bg-position-x-mobile:57%;--bg-position-y-mobile:37%\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2026\/06\/five-business-people-in-a-boardroom-with-lime-green-chairs.jpg\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey overlap-bottom has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\"><div class=\"wrap\">\n<div class=\"wp-block-rbcwm-rbc-button aligncenter rbc-button-block row no-gutters align-items-end b-white blockId-4019e8e2-aaf0-4186-adbf-109f3a403356 blockId-64249d9b-82a2-4242-9119-f8a7347e02e6 blockId-3a2ef21c-7a06-4db3-b3f9-c7716c8e867b rbc-block-has-overlap overlap-bottom\"><div class=\"rbc-card\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"row\"><div class=\"col-lg-8\"><h3 class=\"mb-0 rbc-button-block-title\"><span>Fulfil your responsibilities<\/span><\/h3><hr class=\"hr-mini my-1-half bdr-warm-grey\"\/>\n<p class=\"paragraph-intro\">Speak with our Charity team to review your current arrangements and explore how to strengthen them.<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"col-lg-7\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/charities\/contact-us\" target=\"_self\" class=\"rbc-button rbc-button-block-cta rbc-button-large rbc-button-warm-grey rbc-button-block\" rel=\"noopener\"><div class=\"rbc-icon rbc-button-icon-right\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-fal fa-angle-right \"><\/i><\/div><span>Arrange a conversation<\/span><\/a><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-featured has-primary-background-color has-background b-primary\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<header class=\"wp-block-rbcwm-block-header row rbc-block-header\"><div class=\"col-lg-12\">\n<div class=\"row\">\n\n<h3 id=\"h-other-ways-we-help-charities\" class=\"wp-block-heading has-white-color has-text-color\">Other ways we help charities<\/h3>\n\n<\/div>\n<\/div><\/header>\n\n\n\n<div class=\"row wrap blockId-abb15a77-69d4-4214-8a44-8e3ee25fc4bc\">\n<div class=\"wp-block-rbcwm-column col-lg-12\">\n<div class=\"wp-block-rbcwm-cardcta-block rbc-card rbc-card-cta rbc-card-hover rbc-card-cta-translucent rbc-card-mb ani-card-up\" data-observe=\"{&quot;add&quot;:&quot;ani-card-up&quot;,&quot;remove&quot;:&quot;ani-card-up-from&quot;}\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"row\"><div class=\"col d-flex\"><div class=\"row w-100 align-items-start\"><div class=\"rbc-card-cta-col-left mb-1 mb-lg-0 col-xl-4 col-lg-5\"><h3 class=\"rbc-card-cta-title h4\">Investment management for charities<span class=\"rbc-icon\"><\/span><\/h3>\n<figure class=\"wp-block-rbcwm-blockquote mb-0\"><blockquote class=\"rbc-display\"><\/blockquote><\/figure>\n<\/div><div class=\"rbc-card-cta-col-right col-xl-8 col-lg-7\"><p class=\"rbc-card-cta-seperator\">Put your charity\u2019s capital to work with a bespoke portfolio built around your organisation\u2019s objectives, income needs, risk appetite and ethical priorities.<\/p><\/div><\/div><\/div><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/charities\/our-services\/charities-investment-management\" class=\"col-auto align-self-lg-center rbc-card-link-full position-static\"><span class=\"sr-only\">Grow<\/span><div class=\"rbc-icon rbc-card-cta-arrow fa-3x\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i><\/div><\/a><\/div><\/div><\/div><\/div>\n<\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-flush-bottom rbc-block-grey overlap-top overlap-bottom rbc-block-has-overlap has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\"><div class=\"wrap\">\n<header class=\"wp-block-rbcwm-block-header row rbc-block-header\"><div class=\"col-lg-12\">\n<div class=\"row\">\n\n<h2 id=\"h-insights-and-thought-leadership\" class=\"wp-block-heading rbc-block-header-title col-lg-12\">Insights and thought leadership<\/h2>\n\n<\/div>\n<\/div><\/header>\n\n\n\n\t\t<div class=\"row\">\n\t\t\t<div class=\"col-lg-12\">\n\t\t\t\t<div class=\"row overlap-bottom\">\n\t\t\t\t\t\n<div class=\"rbc-media-card-col rbc-card-col-my col-lg-4 col-md-6\">\n\t<div class=\"rbc-card rbc-media-card rbc-card-hover rbc-media-card-stacked-vertical\">\n\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t<div class=\"rbc-card-body rbc-hero-img-background-position\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-media-card-image\" style=\"background-image: url('https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2026\/02\/Time-to-leave-the-pool-2177x729-1.jpg');\"><\/div>\n\t\t\t\t\t\t\t<h3 class=\"rbc-media-card-title rbc-media-card-title-wrap\"><span class=\"rbc-media-card-title-link\"><span>Beyond the pool: How bespoke investment strategies can help charities thrive<\/span><\/span><\/h3>\t\t\t\t<span class=\"category rbc-media-card-category\">\n\t\t\t\t\tCase study\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/insights\/beyond-the-pool-how-bespoke-investment-strategies-can-help-charities-thrive\" class=\"rbc-media-card-footer-link align-self-end link-chev rbc-card-link-full\">\n\t\t\t\t\t\t<span class=\"rbc-media-card-cta-link\">\n\t\t\t\t\t\t\t8 minute read\t\t\t\t\t\t\t<div class=\"rbc-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<span class=\"sr-only\">&#8211; Beyond the pool: How bespoke investment strategies can help charities thrive<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<div class=\"rbc-media-card-col rbc-card-col-my col-lg-4 col-md-6\">\n\t<div class=\"rbc-card rbc-media-card rbc-card-hover rbc-media-card-stacked-vertical\">\n\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t<div class=\"rbc-card-body rbc-hero-img-background-position\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-media-card-image\" style=\"background-image: url('https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2025\/05\/6688-2177-x-729-Charity-Perspective-1.jpg?w=1024');\"><\/div>\n\t\t\t\t\t\t\t<h3 class=\"rbc-media-card-title rbc-media-card-title-wrap\"><span class=\"rbc-media-card-title-link\"><span>Charity Perspective 2026<\/span><\/span><\/h3>\t\t\t\t<span class=\"category rbc-media-card-category\">\n\t\t\t\t\tCharity perspective\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/insights\/charity-perspective\" class=\"rbc-media-card-footer-link align-self-end link-chev rbc-card-link-full\">\n\t\t\t\t\t\t<span class=\"rbc-media-card-cta-link\">\n\t\t\t\t\t\t\t1 minute read\t\t\t\t\t\t\t<div class=\"rbc-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<span class=\"sr-only\">&#8211; Charity Perspective 2026<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\t\t\t\t\t\n<div class=\"rbc-media-card-col rbc-card-col-my col-lg-4 col-md-6\">\n\t<div class=\"rbc-card rbc-media-card rbc-card-hover rbc-media-card-stacked-vertical\">\n\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t<div class=\"rbc-card-body rbc-hero-img-background-position\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-media-card-image\" style=\"background-image: url('https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2023\/10\/Gifting-with-intent_website-thumbnail-500x333-1.jpg');\"><\/div>\n\t\t\t\t\t\t\t<h3 class=\"rbc-media-card-title rbc-media-card-title-wrap\"><span class=\"rbc-media-card-title-link\"><span>Gifting with intent: How to avoid costly surprises<\/span><\/span><\/h3>\t\t\t\t<span class=\"category rbc-media-card-category\">\n\t\t\t\t\tGiving\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/insights\/insights-gifting-with-intent-how-to-avoid-costly-surprises\" class=\"rbc-media-card-footer-link align-self-end link-chev rbc-card-link-full\">\n\t\t\t\t\t\t<span class=\"rbc-media-card-cta-link\">\n\t\t\t\t\t\t\t3 minute read\t\t\t\t\t\t\t<div class=\"rbc-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<span class=\"sr-only\">&#8211; Gifting with intent: How to avoid costly surprises<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"col-12\">\n\t\t\t\t\t\t\t<div class=\"rbc-button-block row no-gutters align-items-end rbc-block-spacer-t justify-content-end\">\n\t\t\t\t\t\t\t\t<div class=\"col-lg-5 order-1\">\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/insights\" class=\"rbc-button rbc-button-block-cta rbc-button-large rbc-button-secondary rbc-button-block\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"rbc-icon rbc-button-icon-right\">\n\t\t\t\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i>\n\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tExplore all insights\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\n\t\t<\/div><\/div><\/div><\/div><\/section>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You need the highest standards of reporting and portfolio analysis to carry out your legal duties as a trustee. We will work closely with you to ensure that you have all the information you need and fully understand the implications of any investment decisions taken.<\/p>\n","protected":false},"author":34,"featured_media":0,"parent":1609,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_content_owner":[],"class_list":["post-1791","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Reporting and administration &#8211; RBC Wealth Management United Kingdom<\/title>\n<meta name=\"description\" content=\"You need the highest standards of reporting and portfolio analysis to carry out your legal duties as a trustee. 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