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Investment Policy Table of Contents Purpose and Contents - Topic 1 Policy Statement - Topic 2 Structure of Accountability - Topic 3 Securities and Derivatives - Topic 4 Statement of Financial Accounting Standards - Topic 5 Risk Management - Topic 6 Acceptable Investment Practices - Topic 7 Unacceptable Investment Practices - Topic 8 Portfolio Diversification and Quality - Topic 9 Approved Securities Dealers - Topic 10 Investment Authority - Topic 11 Regulation F Policy Reference - Topic 12 Compliance with Regulatory and Accounting Principles - Topic 13 Investment Management Strategies - Topic 14 Equity Securities Investment - Topic 15 Trust Preferred Securities - Topic 16 Audit Policy - Topic 17 Staff Training - Topic 18 Retention of Documentation - Topic 19 Recent updates to this product: This policy template (approximately 21 pages in Arial Font Size 9 text) is available to purchase from Bankpolicies.com in Microsoft® Word format for a flat fee of $175.00, and you can receive your order via e-mail attachment or on CD-ROM for large volume orders. Mix and Match Volume Pricing Would you like to mix and match multiple policies, procedures or job descriptions and receive a special volume discount? Click here to see how much you can save. Ordering Instructions Placing an order with Bankpolicies.com is fast and convenient. Your order will be completed within 24 hours via e-mail regardless of your method of payment.* Orders placed by international or non-financial institution clients must be pre-paid by credit card. Invoice: Send an e-mail addressed to service@bankpolicies.com. Be sure to include: • The name of your organization. • A contact name and title. • Your mailing and billing address. • Your telephone and fax numbers. Credit Card: Please visit the Banker Store of BankersOnline.com where our products are also offered. Specifically, this product is located here. *Large volume orders shipped on CD-ROM via UPS two day mail at no extra charge. Please ensure your SPAM filter is set to allow an e-mail originating from our Bankpolicies.com domain address to successfully arrive in your e-mailbox. NOTE: $25.00 Minimum Order. Click here for important news regarding payment terms and our return policy. Sample Request Click here if you are interested in receiving a sample version of this product by e-mail attachment. All prices as of 1/21/2012 and subject to change without prior notice. |