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Investment Policy Example
Investment-Policy-Example-Accounting-Template
 
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Product Code: SOP V-SD-382
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Description
 
On an ongoing basis, corporate headquarters creates and monitors investment policies and procedures to ensure consistent application of the investment policy and communicates changes to appropriate personnel in each applicable business unit. Investment policy overrides require Board authorization and are documented for subsequent independent review and monitoring. Any approved overrides are included in the month-end close documents submitted to Corporate headquarters.

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