Investment Policy – Investment Plan


• The Treasurer must assure the committee that the investment plan is within the WLUFA investment guideline (see below) or if outside the guideline then the Treasurer must provide reasons as to why the planned investment is appropriate.

• Also, if an investment plan is approved that is outside the guideline then an immediate review of the guideline must be undertaken. The revised guideline is to be presented as a motion at an executive committee meeting within 90 days.

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