Investments
Investment Units and Instant Access Accounts
SSAFA provides a facility for the volunteer group to invest in two types of centrally managed
Saving Funds, Investment Units and Instant Access Accounts.
These funds give a high rate of interest and the volunteer groups are encouraged to maximise the return
on surplus money by investing in these funds.
A statement of the values of these investment funds is required as part of the formal annual financial
statement of the volunteer group.
Note: When a year is closed by Central Office the investment from the closed year will be copied into the new year.
Select "Add" at the bottom of the screen
Enter the details of the investment
The only mandatory field is "Description"
However if you use "split/ Multiple Codes" then the total of the multiple code grid has to equal
the market value.