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Trustee Investments Act 1961
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- 1961 c. 62 (Regnal. 9_and_10_Eliz_2)
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Trustee Investments Act 1961 is up to date with all changes known to be in force on or before 04 December 2024. There are changes that may be brought into force at a future date.
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Revised legislation carried on this site may not be fully up to date. Changes and effects are recorded by our editorial team in lists which can be found in the ‘Changes to Legislation’ area. Where those effects have yet to be applied to the text of the legislation by the editorial team they are also listed alongside the affected provisions when you open the content using the Table of Contents below.
Changes and effects yet to be applied to :
- s. 3(3)(a)(i) words substituted by 2024 asp 2 Sch. 1 para. 7(2)
- s. 6(7) words omitted by 2024 asp 2 Sch. 1 para. 7(3)
- s. 7(1)(a) repealed by 2024 asp 2 Sch. 2
- s. 10 repealed by 2024 asp 2 Sch. 2
- s. 14 repealed by 2024 asp 2 Sch. 2
- s. 17(5) words substituted by 2024 asp 2 Sch. 1 para. 7(4)
4. Interpretation of references to trust property and trust funds.
5. Certain valuations to be conclusive for purposes of division of trust fund.
7. Application of ss. 1–6 to persons, other than trustees, having trustee investment powers.
10. Powers of Scottish trustees supplementary to powers of investment.
13. Power to modify provisions as to division of trust fund.
SCHEDULES
Part II Narrower-Range Investments Requiring Advice
1.In securities issued by Her Majesty’s Government in the United...
3.In fixed-interest securities issued in the United Kingdom by any...
4.In fixed-interest securities issued in the United Kingdom by the...
4A.In securities issued in the United Kingdom by the government...
5.In fixed-interest securities issued in the United Kingdom by the...
5B.In securities issued in the United Kingdom by the African...
6.In debentures issued in the United Kingdom by a company...
8.In debentures issued by the Agricultural Mortgage Corporation Limited or...
9.In loans to any authority to which this paragraph applies...
10.In debentures or in the guaranteed or preference stock of...
12.In deposits with a building society within the meaning of...
13.In mortgages of freehold property in England and Wales or...
14.In perpetual rent charges charged on land in England and...
16.In fixed-interest or variable interest securities issued by the Government...
18.In fixed-interest securities issued in a relevant state by any...
19.In fixed-interest or variable interest securities issued in a relevant...
20.In fixed-interest or variable interest securities issued in a relevant...
21.In debentures issued in any relevant state by a company...
22.In loans to any authority to which this paragraph applies...
23.In deposits with a mutual investment society whose head office...
2A.The securities mentioned in paragraphs 16 to 21 of Part...
4.In this Schedule, unless the context otherwise requires, the following...
4A.In this Schedule— “authorised unit trust scheme” and “recognised scheme”...
5.It is hereby declared that in this Schedule “mortgage”, in...
6.In relation to the United Kingdom, references in this Schedule...
6A.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Modification of s. 2 in relation to property falling within s. 3(3)
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