Model FoI letter (Universities)

Dear Sir or Madam,

The following are points of information which I would like the University to help me with. I have been unable to find information on them in your publication scheme, apologies if I’ve missed something.

(i) A list of companies in which the University directly holds shares.

(ii) A list of the various funds, trackers and pools in which the college invests - both the name of each fund, and the manager who deals with it on the University's behalf?

(iii) A list of companies invested in by the funds, trackers and pools you hold funds in. Understanding that shares held indirectly fluctuate frequently, simply the latest information you already have on this will be fine. Also, how frequently do you receive information on this from your managers?

(iv) A copy of any documents specifying standards of ethical, social or environmental responsibility which the college exercises in its investment practice, and any minutes of University meetings discussing the subject.

(v) Does the University hold any shares in companies involved in the manafacture of armaments (including, for example, BAe Systems, Smith Group, Cobham, VT Group, Rolls Royce, GKN, Alvis)? In any tobacco companies?

(vi) I understand that the University is registered as a charity. What are its charitable objects?

I trust that the full implications of the Freedom of Information Act will be taken into account in assessing this request. Many thanks for your time; and please do not hesitate to let me know if I can help you by clarifying my request so as to make it easier for you to help me along the way. Also, I would appreciate that if you consider that any information in question is exempt from your obligations, you would let me know the legal exemption invoked, why you take it to apply and provide whatever portions of documents are not exempt. I am happy to receive information in whatever format is most convenient for you (including via e-mail), though if any documents are to have information cut from them before handing over, please provide photocopies.

Regards and many thanks again,

Your e-mail:

Your postal address:


Posted on 22/05/05 by tom