Investment Policy


Table of Contents

Purpose and Contents - Topic 1
Policy Statement - Topic 2
Internal Controls and Structure of Accountability - Topic 3
Portfolio Management - Topic 4
Risk Limits - Topic 5
Acceptable Investment Practices - Topic 6
Unacceptable Investment Practices - Topic 7
Portfolio Diversification - Topic 8
Other Than Temporary Impairment Assessment - Topic 9
Approved Securities Dealers and Safekeeping Locations - Topic 10
Regulation F Policy Reference - Topic 11
Audit Policy - Topic 12
Staff Training - Topic 13
Retention of Documentation - Topic 14

This policy template (approximately 41 pages) is in Microsoft® Word format.

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Add to Cart:

  • Model: POL-IP
  • Manufactured by: Bank Policies

This product was added to our catalog on Monday 01 March, 2004.

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