Investment Policy – Voting


• Prior to making an investment, the Treasurer will make a motion presenting the investment plan at an executive committee meeting. If there is an urgent time constraint then an email motion and vote will be undertaken. The WLUFA Executive Assistant will count the ballots. A confirming motion will be made at the next executive committee meeting.

• The Treasurer will execute, in all material respects the approved investment plan.

• The Treasurer will present the actual investment undertaken at the next executive meeting. A motion will be presented for any deviation from the plan.

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