T/ZCL 017-2024 Active Group standards

T/ZCL 017-2024 Charitable Organization Investment Management Guide Part 1: General Principles

Publish Date: 2024-04-11 Implement Date: 2024-04-11 For services related to genuine standard inquiry, procurement, translation, and other related services in China, please Contact Us

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Basic Information

Standard Code: T/ZCL 017-2024

Standard Type: Group standards

Standard Status: Active

is_force_gb: no

CCS Name: The relationship between supply and use

ICS Name: Other standards related to the organization and management of companies (enterprises)

Publish Date: 2024-04-11

Implement Date: 2024-04-11

Scope

Scope: This document provides general guidelines for investment management in charitable organizations, including the prerequisites, significance, and principles of investment, as well as the elements and framework of investment management. This document is applicable to charitable organizations, as well as foundations that have not been recognized as charitable organizations, social groups and social service agencies eligible for tax deductions for public welfare donations; Main technical content: Preface 1 Scope 2 Normative reference documents 3 Terms and definitions 4 Prerequisites for investment 5 Significance of investment 6 Principles of investment 7 Elements of investment management 8 Framework of investment management References