Reports by appointed person5
1
This regulation makes provision in respect of the reports which are to be made by an appointed person to the Commissioners (and which, in addition to the matters which are required to be included by virtue of paragraphs (2) to (4) below, may also include particulars of any matter which, in his opinion, should be brought to their attention).
2
An appointed person shall make a report to the Commissioners not later than three months after the date of his appointment setting out—
a
an estimate by him of the total value of the property of the relevant charity on, or shortly after, the date of his appointment;
b
such information about the property and affairs of the relevant charity immediately prior to his appointment as he believes should be included in the report, notwithstanding that it may also be eventually included in a report under section 6 of the 1960 Act4; and
c
his strategy for discharging the functions conferred on him by or by virtue of the relevant order.
3
For as long as an appointed person holds office as such, he shall make a report to the Commissioners not later than one month after each anniversary of his appointment setting out—
a
an estimate by him of the total value of the property of the relevant charity on that anniversary of his appointment in respect of which the report is required to be made;
b
a summary of the discharge by him of the functions conferred on him by or by virtue of the relevant order during the twelve months ending with that anniversary; and
c
where there are changes to his strategy as last set out in a report in accordance with paragraph (2)(c) above or, as the case may be, this sub-paragraph, those changes.
4
Subject to paragraph (5) below, an appointed person shall make a report to the Commissioners not later than three months after the date when he ceased to hold office as such setting out—
a
an estimate by him of the total value of the property of the relevant charity on that date; and
b
a summary of the discharge by him of the functions conferred on him by or by virtue of the relevant order during the period ending with that date and beginning with either—
i
the date of his appointment; or
ii
if that date is more than twelve months before the date when he ceased to hold office as an appointed person, the day immediately after the last anniversary of his appointment.
5
Paragraph (4) above does not apply where an appointed person ceased to hold office one month or less after an anniversary of his appointment and a report had been made to the Commissioners in accordance with paragraph (3) above in respect of that anniversary.