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Product Update Notification - 06/22/09 Investment Policy Update Details What's New Topic 3 - Structure of Accountability. Includes the following subtopics (formerly included in the "Policy Description, Authority and Scope" topic): Board of Directors Responsibilities Investment Committee Responsibilities Chief Financial Officer Responsibilities Topic 17 - Audit Policy. Provides sample guidance with respect to a financial institution's requirement to conduct periodic independent audit reviews of its investment activities. Topic 18 - Staff Training. Provides sample guidance for the periodic training of senior management and other financial institution personnel. Topic 19 - Retention of Documentation. Provides sample guidance for the retention of all related documentation. What's Revised Topic 2 - Policy Statement. Formerly entitled "Policy Description, Authority and Scope", the following subtopics were deleted and moved to the new Topic 3 - "Structure of Accountability:" Board of Directors Responsibilities Investment Committee Responsibilities Chief Financial Officer Responsibilities Topic 6 - Risk Management. Formerly Topic 5, this section was completely revised and now includes the following subtopics: General Improvements in Structured Credit Products Ordering Information This product is available to purchase from Bankpolicies.com for: $175.00 - List Price - or - $25.00* - Update Price *Applies only to clients who have purchased the Investment Policy Template within the last three years. If you have ordered this product after 05/22/09 you are eligible to receive the product update at no charge. Click here to place an order for this product. Clients who are eligible for our Legacy Rewards Volume Discount can apply their applicable discount level to the list or update price (whichever applies). NOTE: Refer to our Place an Order page for important information regarding payment terms and our return policy. Orders placed for Product Updates are only available directly through Bankpolicies.com. Find Out What's New or Revised with our Product Update Program Our Product Update Program allows existing clients to receive e-mail notifications from us the same day we issue a new or revised product. We encourage you to subscribe today for this free and convenient service. |