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Branch Accounts & Independent Examiners

 ANNUAL BRANCH AUDIT   

The Royal British Legion has a legal obligation to produce annual, audited accounts which include the results, assets and liabilities of all Branches, Counties, trusts and companies within The Royal British Legion Group.  Branches play an important role in ensuring the accounts are accurate and complete and that the Legion’s auditors have all the information they need to complete their audit.

Following feedback from Treasurers and Membership Support Officers (MSOs), the previous ‘Branch Accounts’ and ‘Income and Expenditure’ forms have now been combined into a single ‘Annual Branch Accounts’ form which all non-LOMAS branches are required to complete. In creating the new form, we have taken the opportunity to remove a lot of information we had previously collected which is no longer relevant or required by us. We hope this will make the process of completing the form easier and quicker

In order to streamline the annual audit and to reduce pressure on Branch treasurers close to the Poppy Appeal, the accounting period end is 30 June each year. 

Your return should be submitted by 30 September each year, at the latest, as stipulated in the Royal Charter. 

Click on the relevant link below to view the 2020 forms for information purposes.  The 2020 documents will be listed below in due course.

1.  Covering Letter.  This explains the changes to this years form

2.  The Annual Branch Accounts Form Excel Format.

3. The Annual Branch Accounts Form PDF Format.

 
To help with the completion of your audit, please refer to:  The Branch Accounts Audit Guide for 2019.


The Guide for Auditors and Independent Examiners can be used as a quick reference guide.

Please ensure that when submitting accounts for examination, they are supported by a Authority to Disclose Information Form and a bank statment dated 30th June, for each bank account held.

REMEMBER TO HAVE YOUR MS1
(BRANCH INFORMATION)
FULLY COMPLETED AT YOUR BRANCH AGM
 
TO ASSIST, FOLLOW THE LINK BELOW TO
COMPLETE THE ELECTRONIC VERSION

BRANCH INFORMATION MS1 2019/20
Available August
    

INDEPENDENT EXAMINERS

To arrange for an audit of your Branch accounts, please make direct contact with any of the Legion's independent examiners below:

Name Branch E-Mail Address
Mr Brian Jones Doncaster bjones1953@talktalk.net
Mr Fergus Osborne Guisborough fergus.osborne@ntlworld.com
Miss Marie Taylor BEM York m.taylor058@btinternet.com
Mr Paul Woodward Riders Branch paulwoodward@aol.com
Mr Stephen Garth Riders Branch sjgarth@gmail.com

 

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