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  2. Strategic asset allocation and investment strategy

    https://www.st-andrews.ac.uk/policy/financial-matters-donations-and-investments/strategic-asset-allocation-and-investment-strategy.pdf

    This strategy outlines and governs the Strategic Asset Allocation and Investment Strategy relating to the University Endowment Funds.…

    File location:
    Financial matters > Donations and investments
    Published date:
    28 September 2022
    Document type:
    Strategy
    Scope (applies to):
    Public

  3. Tax strategy

    https://www.st-andrews.ac.uk/policy/financial-matters-tax-and-treasury-management/tax-strategy.pdf

    To set out the University's policy and approach to conducting its tax affairs and management of tax risk.…

    File location:
    Financial matters > Tax and treasury management
    Published date:
    11 April 2023
    Document type:
    Strategy
    Scope (applies to):
    All staff

  4. Treasury management

    https://www.st-andrews.ac.uk/policy/financial-matters-tax-and-treasury-management/treasury-management.pdf

    This FOP outlines the University's policy and procedure for treasury management, including risk management, cash flow and money laundering.…

    File location:
    Financial matters > Tax and treasury management
    Published date:
    11 April 2023
    Document type:
    Policy
    Scope (applies to):
    All staff

  5. Credit check procedure

    https://www.st-andrews.ac.uk/policy/financial-matters-selling-goods-and-services/credit-check-procedure.pdf

    To outline the procedure by which the University eliminates the provision of excessive credit to potential customers.…

    File location:
    Financial matters > Selling goods and services
    Published date:
    12 April 2023
    Document type:
    Procedure
    Scope (applies to):
    All staff

  6. Sustainability Investments Policy

    https://www.st-andrews.ac.uk/policy/financial-matters-donations-and-investments/sustainable-investments.pdf

    To set out the investment strategy for, and the use of endowment funds which have been permanently endowed to the University for both specific and general purposes.…

    File location:
    Financial matters > Donations and investments
    Published date:
    12 April 2023
    Document type:
    Policy
    Scope (applies to):
    All staff

  7. Anti-bribery and corruption

    https://www.st-andrews.ac.uk/policy/financial-matters-legal-regulations-bribery/anti-bribery-and-corruption.pdf

    To set out the University’s approach to dealing with the requirements of the Bribery Act 2010 in order to comply with the legislation.…

    File location:
    Financial matters > Legal regulations > Bribery
    Published date:
    25 April 2023
    Document type:
    Policy
    Scope (applies to):
    All staff

  8. Anti-Money Laundering

    https://www.st-andrews.ac.uk/policy/financial-matters-income-and-debt-management/anti-money-laundering.pdf

    To set out the procedure to be followed if money laundering is suspected and defines the responsibility of individual employees in the process.…

    File location:
    Financial matters > Income and debt management
    Published date:
    26 April 2023
    Document type:
    Policy
    Scope (applies to):
    All staff

  9. Budget Management

    Password protected https://www.st-andrews.ac.uk/policy/financial-matters-budget-management/internal/budget-management.pdf

    To give guidance to Budget Holders on the best practice for budget management…

    File location:
    Financial matters > Budget management
    Published date:
    17 August 2023
    Document type:
    Policy
    Scope (applies to):
    All staff

  10. School Financial Framework

    Password protected https://www.st-andrews.ac.uk/policy/financial-matters-budget-management/internal/school-financial-framework.pdf

    To set out the financial framework that schools can operate within in order to support their strategic ambition.…

    File location:
    Financial matters > Budget management
    Published date:
    17 August 2023
    Document type:
    Policy
    Scope (applies to):
    All schools

  11. Statement pursuant to the modern slavery act 2015

    https://www.st-andrews.ac.uk/policy/financial-matters-legal-regulations-slavery/slavery-act.pdf

    The UofSA is committed to fulfilling its requirements for goods, services and works for the institution without causing harm to others and supporting the UK Government's approach to implementing the UN Guiding Principles on Business and Human Rights.…

    File location:
    Financial matters > Legal regulations > Slavery
    Published date:
    4 December 2023
    Document type:
    Policy
    Scope (applies to):
    Public