Compliance
Template library
Starting points for board resolutions, policies, and reporting — review with your counsel before use.
Governance · DOCX-style outline
Board resolution — registration application
Authorise submission of PBO registration application and named signatories.
Governance · Policy outlineConflict of interest policy
Template policy for board and staff declaration and recusal.
Reporting · ChecklistAnnual return preparation checklist
Internal checklist before filing annual returns with the Authority.
Governance · RegisterMembership register template
Simple register for membership-based PBOs.
Reporting · Report outlineProgramme activity report
Narrative and indicators template for annual reporting.