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

Recent updates to this product:
08/01/19 Update

This policy template (approximately 41 pages) is available to purchase from BankPolicies.com in Microsoft® Word format for $175.00.

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